Skip to content
Disclosery

Independent Advisor Alliance: CR position timeline

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

Independent Advisor Alliance held 5,061 CR 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 5,061 shares
    Change vs previous 13F +140 shares

    0.03% of the 13F portfolio, value $1,128,957.

    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 4,921 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $841,491.

    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 4,918 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $907,027.

    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 4,920 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $905,969.

    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 4,952 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $940,336.

    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 4,919 shares
    Change vs previous 13F -101 shares

    0.02% of the 13F portfolio, value $753,492.

    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 5,020 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $761,785.

    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 4,916 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $778,105.

    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).