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Independent Advisor Alliance: CMG position timeline

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

Independent Advisor Alliance held 26,663 CMG 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 26,663 shares
    Change vs previous 13F -2,188 shares

    0.02% of the 13F portfolio, value $906,542.

    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 28,851 shares
    Change vs previous 13F -5,889 shares

    0.01% of the 13F portfolio, value $923,530.

    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 34,740 shares
    Change vs previous 13F -4,080 shares

    0.03% of the 13F portfolio, value $1,285,380.

    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 38,820 shares
    Change vs previous 13F -14,358 shares

    0.04% of the 13F portfolio, value $1,521,385.

    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 53,178 shares
    Change vs previous 13F -17,826 shares

    0.09% of the 13F portfolio, value $2,985,964.

    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 71,004 shares
    Change vs previous 13F -11,467 shares

    0.12% of the 13F portfolio, value $3,565,132.

    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 82,471 shares
    Change vs previous 13F -2,218 shares

    0.07% of the 13F portfolio, value $4,973,006.

    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 84,689 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,879,780.

    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).