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Disclosery

Independent Advisor Alliance: CW position timeline

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

Independent Advisor Alliance held 904 CW 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 904 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $685,016.

    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 878 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $598,023.

    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 912 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $502,820.

    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 909 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $493,577.

    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 895 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $437,284.

    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 911 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $289,047.

    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 934 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $331,463.

    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 822 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,183.

    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).