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Independent Advisor Alliance: D position timeline

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

Independent Advisor Alliance held 62,268 D 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 62,268 shares
    Change vs previous 13F -6,002 shares

    0.1% of the 13F portfolio, value $4,252,302.

    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 68,270 shares
    Change vs previous 13F -8,537 shares

    0.05% of the 13F portfolio, value $4,220,483.

    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 76,807 shares
    Change vs previous 13F +3,611 shares

    0.11% of the 13F portfolio, value $4,500,174.

    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 73,196 shares
    Change vs previous 13F +3,881 shares

    0.12% of the 13F portfolio, value $4,477,413.

    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 69,315 shares
    Change vs previous 13F -3,461 shares

    0.11% of the 13F portfolio, value $3,917,709.

    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 72,776 shares
    Change vs previous 13F +688 shares

    0.13% of the 13F portfolio, value $4,080,561.

    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 72,088 shares
    Change vs previous 13F +4,624 shares

    0.05% of the 13F portfolio, value $3,882,679.

    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 67,464 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,898,753.

    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).