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Disclosery

Independent Advisor Alliance: CRM position timeline

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

Independent Advisor Alliance held 21,886 CRM 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 21,886 shares
    Change vs previous 13F -971 shares

    0.08% of the 13F portfolio, value $3,428,677.

    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 22,857 shares
    Change vs previous 13F -12,635 shares

    0.05% of the 13F portfolio, value $4,266,718.

    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 35,492 shares
    Change vs previous 13F -7,634 shares

    0.23% of the 13F portfolio, value $9,402,397.

    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 43,126 shares
    Change vs previous 13F -1,291 shares

    0.27% of the 13F portfolio, value $10,220,767.

    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 44,417 shares
    Change vs previous 13F +533 shares

    0.35% of the 13F portfolio, value $12,111,995.

    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 43,884 shares
    Change vs previous 13F +541 shares

    0.39% of the 13F portfolio, value $11,776,667.

    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 43,343 shares
    Change vs previous 13F +8,240 shares

    0.19% of the 13F portfolio, value $14,490,954.

    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 35,103 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,608,159.

    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).