Skip to content
Disclosery

Independent Advisor Alliance: CMI position timeline

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

Independent Advisor Alliance held 7,245 CMI 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 7,245 shares
    Change vs previous 13F -1,512 shares

    0.12% of the 13F portfolio, value $5,166,971.

    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 8,757 shares
    Change vs previous 13F +356 shares

    0.05% of the 13F portfolio, value $4,711,298.

    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 8,401 shares
    Change vs previous 13F +2,977 shares

    0.1% of the 13F portfolio, value $4,288,468.

    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 5,424 shares
    Change vs previous 13F -506 shares

    0.06% of the 13F portfolio, value $2,290,889.

    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 5,930 shares
    Change vs previous 13F +299 shares

    0.06% of the 13F portfolio, value $1,942,192.

    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 5,631 shares
    Change vs previous 13F +748 shares

    0.06% of the 13F portfolio, value $1,765,121.

    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 4,883 shares
    Change vs previous 13F +1,423 shares

    0.02% of the 13F portfolio, value $1,702,117.

    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 3,460 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,120,242.

    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).