Independent Advisor Alliance: CMA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on CMA, newest first. How the timeline and the estimate are built.
Independent Advisor Alliance held 0 CMA shares at 2026-03-31 per its 13F-HR filed 2026-05-12.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -3,187 shares
13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 3,187 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $277,047.
13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,187 sharesChange vs previous 13F +3,187 shares
0.01% of the 13F portfolio, value $218,373.
13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,337 shares
13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,337 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $206,400.
13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).