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Independent Advisor Alliance: BP position timeline

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

Independent Advisor Alliance held 29,441 BP 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 29,441 shares
    Change vs previous 13F -1,777 shares

    0.03% of the 13F portfolio, value $1,087,842.

    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 31,218 shares
    Change vs previous 13F -5,512 shares

    0.02% of the 13F portfolio, value $1,467,273.

    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 36,730 shares
    Change vs previous 13F +5,359 shares

    0.03% of the 13F portfolio, value $1,275,659.

    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 31,371 shares
    Change vs previous 13F -1,180 shares

    0.03% of the 13F portfolio, value $1,081,044.

    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 32,551 shares
    Change vs previous 13F +2,936 shares

    0.03% of the 13F portfolio, value $974,263.

    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 29,615 shares
    Change vs previous 13F +197 shares

    0.03% of the 13F portfolio, value $1,000,708.

    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 29,418 shares
    Change vs previous 13F +1,147 shares

    0.01% of the 13F portfolio, value $869,619.

    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 28,271 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $887,440.

    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).