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Independent Advisor Alliance: BSM position timeline

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

Independent Advisor Alliance held 75,170 BSM 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 75,170 shares
    Change vs previous 13F +44 shares

    0.02% of the 13F portfolio, value $1,050,127.

    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 75,126 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $1,135,908.

    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 75,087 shares
    Change vs previous 13F +43 shares

    0.02% of the 13F portfolio, value $997,901.

    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 75,044 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $986,077.

    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 74,998 shares
    Change vs previous 13F +1,511 shares

    0.03% of the 13F portfolio, value $980,976.

    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 73,487 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $1,122,148.

    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 73,477 shares
    Change vs previous 13F +400 shares

    0.01% of the 13F portfolio, value $1,072,764.

    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 73,077 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,103,463.

    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).