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Independent Advisor Alliance: BDX position timeline

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

Independent Advisor Alliance held 5,598 BDX 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 5,598 shares
    Change vs previous 13F +281 shares

    0.02% of the 13F portfolio, value $847,220.

    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 5,317 shares
    Change vs previous 13F -462 shares

    0.01% of the 13F portfolio, value $836,067.

    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 5,779 shares
    Change vs previous 13F -477 shares

    0.03% of the 13F portfolio, value $1,121,606.

    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 6,256 shares
    Change vs previous 13F -1,746 shares

    0.03% of the 13F portfolio, value $1,171,028.

    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 8,002 shares
    Change vs previous 13F -1,602 shares

    0.04% of the 13F portfolio, value $1,378,436.

    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 9,604 shares
    Change vs previous 13F -744 shares

    0.07% of the 13F portfolio, value $2,199,820.

    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).

  7. period ended2024-12-31
    13F 10,348 shares
    Change vs previous 13F +926 shares

    0.03% of the 13F portfolio, value $2,347,729.

    13F-HR 0001062993-25-001857 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).

  8. period ended2024-09-30
    13F 9,422 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,271,530.

    13F-HR 0001062993-24-018955 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).