Skip to content

Independent Advisor Alliance: CLX position timeline

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

Independent Advisor Alliance held 14,553 CLX 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 14,553 shares
    Change vs previous 13F +3,484 shares

    0.03% of the 13F portfolio, value $1,388,892.

    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 11,069 shares
    Change vs previous 13F -3,369 shares

    0.01% of the 13F portfolio, value $1,147,114.

    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 14,438 shares
    Change vs previous 13F +511 shares

    0.04% of the 13F portfolio, value $1,455,806.

    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 13,927 shares
    Change vs previous 13F +202 shares

    0.04% of the 13F portfolio, value $1,717,282.

    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 -378 shares

    0.05% of the 13F portfolio, value $1,647,985.

    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 14,103 shares
    Change vs previous 13F -905 shares

    0.07% of the 13F portfolio, value $2,076,582.

    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 15,008 shares
    Change vs previous 13F +104 shares

    0.03% of the 13F portfolio, value $2,437,550.

    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 14,904 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,428,056.

    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).