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Independent Advisor Alliance: BMO position timeline

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

Independent Advisor Alliance held 9,265 BMO 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 9,265 shares
    Change vs previous 13F -405 shares

    0.04% of the 13F portfolio, value $1,637,157.

    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 9,670 shares
    Change vs previous 13F -203 shares

    0.01% of the 13F portfolio, value $1,308,757.

    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 9,873 shares
    Change vs previous 13F +727 shares

    0.03% of the 13F portfolio, value $1,281,468.

    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 9,146 shares
    Change vs previous 13F -409 shares

    0.03% of the 13F portfolio, value $1,191,235.

    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 9,555 shares
    Change vs previous 13F +553 shares

    0.03% of the 13F portfolio, value $1,057,074.

    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 9,002 shares
    Change vs previous 13F +32 shares

    0.03% of the 13F portfolio, value $859,746.

    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 8,970 shares
    Change vs previous 13F +649 shares

    0.01% of the 13F portfolio, value $870,561.

    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 8,321 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $750,555.

    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).