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Independent Advisor Alliance: BWA position timeline

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

Independent Advisor Alliance held 15,272 BWA 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 15,272 shares
    Change vs previous 13F +2,690 shares

    0.02% of the 13F portfolio, value $1,014,074.

    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 12,582 shares
    Change vs previous 13F -4,930 shares

    0.01% of the 13F portfolio, value $682,729.

    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 17,512 shares
    Change vs previous 13F +2,521 shares

    0.02% of the 13F portfolio, value $789,071.

    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 14,991 shares
    Change vs previous 13F -3,502 shares

    0.02% of the 13F portfolio, value $659,011.

    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 18,493 shares
    Change vs previous 13F +2,453 shares

    0.02% of the 13F portfolio, value $619,153.

    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 16,040 shares
    Change vs previous 13F -2,893 shares

    0.02% of the 13F portfolio, value $459,556.

    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 18,933 shares
    Change vs previous 13F -945 shares

    0.01% of the 13F portfolio, value $601,895.

    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 19,878 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $721,389.

    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).