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Independent Advisor Alliance: BCS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on BCS, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 10,731 BCS 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 10,731 shares
    Change vs previous 13F -6,079 shares

    0.01% of the 13F portfolio, value $288,243.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 16,810 shares
    Change vs previous 13F -17,671 shares

    <0.01% of the 13F portfolio, value $355,704.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 34,481 shares
    Change vs previous 13F +4,401 shares

    0.02% of the 13F portfolio, value $877,550.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,080 shares
    Change vs previous 13F +3,922 shares

    0.02% of the 13F portfolio, value $621,760.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,158 shares
    Change vs previous 13F +3,460 shares

    0.01% of the 13F portfolio, value $486,276.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,698 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $348,637.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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