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Independent Advisor Alliance: BR position timeline

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

Independent Advisor Alliance held 3,241 BR 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 3,241 shares
    Change vs previous 13F -1,762 shares

    0.01% of the 13F portfolio, value $443,837.

    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 5,003 shares
    Change vs previous 13F -12,993 shares

    0.01% of the 13F portfolio, value $812,795.

    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 17,996 shares
    Change vs previous 13F +332 shares

    0.1% of the 13F portfolio, value $4,016,157.

    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 17,664 shares
    Change vs previous 13F +271 shares

    0.11% of the 13F portfolio, value $4,207,168.

    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 17,393 shares
    Change vs previous 13F +703 shares

    0.12% of the 13F portfolio, value $4,227,163.

    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 16,690 shares
    Change vs previous 13F -6,944 shares

    0.13% of the 13F portfolio, value $4,046,560.

    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 23,634 shares
    Change vs previous 13F +798 shares

    0.07% of the 13F portfolio, value $5,343,307.

    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 22,836 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,910,518.

    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).