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Independent Advisor Alliance: BX position timeline

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

Independent Advisor Alliance held 49,489 BX 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 49,489 shares
    Change vs previous 13F -1,558 shares

    0.14% of the 13F portfolio, value $5,823,352.

    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 51,047 shares
    Change vs previous 13F -11,600 shares

    0.06% of the 13F portfolio, value $5,869,862.

    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 62,647 shares
    Change vs previous 13F -780 shares

    0.23% of the 13F portfolio, value $9,656,474.

    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 63,427 shares
    Change vs previous 13F -461 shares

    0.28% of the 13F portfolio, value $10,836,526.

    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 63,888 shares
    Change vs previous 13F -1,438 shares

    0.28% of the 13F portfolio, value $9,556,377.

    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 65,326 shares
    Change vs previous 13F -1,092 shares

    0.3% of the 13F portfolio, value $9,131,242.

    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 66,418 shares
    Change vs previous 13F +3,878 shares

    0.15% of the 13F portfolio, value $11,451,753.

    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 62,540 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,576,676.

    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).