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Independent Advisor Alliance: CB position timeline

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

Independent Advisor Alliance held 5,335 CB 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 5,335 shares
    Change vs previous 13F -46 shares

    0.04% of the 13F portfolio, value $1,817,892.

    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 5,381 shares
    Change vs previous 13F -23,449 shares

    0.02% of the 13F portfolio, value $1,754,037.

    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 28,830 shares
    Change vs previous 13F -861 shares

    0.22% of the 13F portfolio, value $8,998,604.

    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 29,691 shares
    Change vs previous 13F -1,849 shares

    0.22% of the 13F portfolio, value $8,380,394.

    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 31,540 shares
    Change vs previous 13F -1,769 shares

    0.26% of the 13F portfolio, value $9,137,702.

    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 33,309 shares
    Change vs previous 13F -3,661 shares

    0.33% of the 13F portfolio, value $10,058,897.

    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 36,970 shares
    Change vs previous 13F -751 shares

    0.14% of the 13F portfolio, value $10,214,828.

    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 37,721 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $10,878,362.

    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).