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Independent Advisor Alliance: BEN position timeline

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

Independent Advisor Alliance held 20,312 BEN 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 20,312 shares
    Change vs previous 13F -177 shares

    0.02% of the 13F portfolio, value $675,783.

    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 20,489 shares
    Change vs previous 13F -3,029 shares

    0.01% of the 13F portfolio, value $483,946.

    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 23,518 shares
    Change vs previous 13F +1,507 shares

    0.01% of the 13F portfolio, value $561,842.

    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 22,011 shares
    Change vs previous 13F -15,816 shares

    0.01% of the 13F portfolio, value $509,114.

    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 37,827 shares
    Change vs previous 13F -2,042 shares

    0.03% of the 13F portfolio, value $902,168.

    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 39,869 shares
    Change vs previous 13F -5,053 shares

    0.03% of the 13F portfolio, value $767,504.

    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 44,922 shares
    Change vs previous 13F -26,540 shares

    0.01% of the 13F portfolio, value $911,486.

    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 71,462 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,439,965.

    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).