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Independent Advisor Alliance: BN position timeline

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

Independent Advisor Alliance held 6,115 BN 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 6,115 shares
    Change vs previous 13F -2,215 shares

    0.01% of the 13F portfolio, value $260,442.

    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 8,330 shares
    Change vs previous 13F -6,562 shares

    <0.01% of the 13F portfolio, value $337,123.

    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 14,892 shares
    Change vs previous 13F +7,168 shares

    0.02% of the 13F portfolio, value $683,401.

    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 7,724 shares
    Change vs previous 13F -1,122 shares

    0.01% of the 13F portfolio, value $529,679.

    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 8,846 shares
    Change vs previous 13F -762 shares

    0.02% of the 13F portfolio, value $547,157.

    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 9,608 shares
    Change vs previous 13F -248 shares

    0.02% of the 13F portfolio, value $503,570.

    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 9,856 shares
    Change vs previous 13F +275 shares

    0.01% of the 13F portfolio, value $566,222.

    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 9,581 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $509,221.

    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).