Independent Advisor Alliance: B position timeline

Independent Advisor Alliance held 21,477 B shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 21,477 shares

   Change vs previous 13F -32,199 shares

   0.02% of the 13F portfolio, value $788,866.

   13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 53,676 shares

   Change vs previous 13F +4,304 shares

   0.02% of the 13F portfolio, value $2,189,466.

   13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 49,372 shares

   Change vs previous 13F +38,523 shares

   0.05% of the 13F portfolio, value $2,150,140.

   13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,849 shares

   Change vs previous 13F +1,152 shares

   0.01% of the 13F portfolio, value $355,528.

   13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,697 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $201,887.

   13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).