Independent Advisor Alliance: CALM position timeline

Independent Advisor Alliance held 0 CALM shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -14,001 shares

   13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 14,001 shares

   Change vs previous 13F +148 shares

   0.03% of the 13F portfolio, value $1,317,525.

   13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 13,853 shares

   Change vs previous 13F +107 shares

   0.04% of the 13F portfolio, value $1,380,208.

   13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 13,746 shares

   Change vs previous 13F +2,416 shares

   0.04% of the 13F portfolio, value $1,249,540.

   13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 11,330 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $1,166,117.

   13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).