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Disclosery

Independent Advisor Alliance: BIL position timeline

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

Independent Advisor Alliance held 16,389 BIL 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 16,389 shares
    Change vs previous 13F -214,576 shares

    0.04% of the 13F portfolio, value $1,501,897.

    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 230,965 shares
    Change vs previous 13F +230,965 shares

    0.23% of the 13F portfolio, value $21,165,635.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -147,761 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 147,761 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,509,783.

    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).