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Independent Advisor Alliance: BRO position timeline

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

Independent Advisor Alliance held 9,679 BRO 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 9,679 shares
    Change vs previous 13F +1,198 shares

    0.01% of the 13F portfolio, value $620,904.

    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 8,481 shares
    Change vs previous 13F -25,324 shares

    0.01% of the 13F portfolio, value $553,067.

    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 33,805 shares
    Change vs previous 13F +162 shares

    0.07% of the 13F portfolio, value $2,694,257.

    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 33,643 shares
    Change vs previous 13F +349 shares

    0.08% of the 13F portfolio, value $3,155,420.

    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 33,294 shares
    Change vs previous 13F -469 shares

    0.11% of the 13F portfolio, value $3,691,269.

    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 33,763 shares
    Change vs previous 13F -5,843 shares

    0.14% of the 13F portfolio, value $4,200,176.

    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 39,606 shares
    Change vs previous 13F -6,065 shares

    0.05% of the 13F portfolio, value $4,040,603.

    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 45,671 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,731,487.

    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).