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Disclosery

Independent Advisor Alliance: CM position timeline

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

Independent Advisor Alliance held 3,489 CM 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 3,489 shares
    Change vs previous 13F -320 shares

    0.01% of the 13F portfolio, value $401,293.

    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 3,809 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $360,951.

    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 3,926 shares
    Change vs previous 13F +593 shares

    0.01% of the 13F portfolio, value $355,779.

    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 3,333 shares
    Change vs previous 13F +109 shares

    0.01% of the 13F portfolio, value $266,314.

    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 3,224 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $228,391.

    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).