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Disclosery

Independent Advisor Alliance: CERY position timeline

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

Independent Advisor Alliance held 22,054 CERY 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 22,054 shares
    Change vs previous 13F +662 shares

    0.02% of the 13F portfolio, value $737,268.

    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 21,392 shares
    Change vs previous 13F +2,209 shares

    0.01% of the 13F portfolio, value $753,839.

    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 19,183 shares
    Change vs previous 13F +4,287 shares

    0.01% of the 13F portfolio, value $547,662.

    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 14,896 shares
    Change vs previous 13F +1,171 shares

    0.01% of the 13F portfolio, value $426,770.

    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 13,725 shares
    Change vs previous 13F +1,692 shares

    0.01% of the 13F portfolio, value $373,732.

    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 12,033 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,434.

    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).