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Independent Advisor Alliance: CEG position timeline

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

Independent Advisor Alliance held 19,048 CEG 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 19,048 shares
    Change vs previous 13F +385 shares

    0.11% of the 13F portfolio, value $4,730,941.

    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 18,663 shares
    Change vs previous 13F -1,250 shares

    0.06% of the 13F portfolio, value $5,211,642.

    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 19,913 shares
    Change vs previous 13F +1,969 shares

    0.17% of the 13F portfolio, value $7,034,515.

    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 17,944 shares
    Change vs previous 13F +2,215 shares

    0.15% of the 13F portfolio, value $5,904,768.

    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 15,729 shares
    Change vs previous 13F +4,428 shares

    0.15% of the 13F portfolio, value $5,076,557.

    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 11,301 shares
    Change vs previous 13F +3,693 shares

    0.08% of the 13F portfolio, value $2,278,693.

    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 7,608 shares
    Change vs previous 13F +2,698 shares

    0.02% of the 13F portfolio, value $1,701,946.

    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 4,910 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,276,719.

    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).