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Independent Advisor Alliance: DAL position timeline

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

Independent Advisor Alliance held 30,457 DAL 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 30,457 shares
    Change vs previous 13F +983 shares

    0.07% of the 13F portfolio, value $2,852,546.

    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 29,474 shares
    Change vs previous 13F -16,819 shares

    0.02% of the 13F portfolio, value $1,959,490.

    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 46,293 shares
    Change vs previous 13F -7,308 shares

    0.08% of the 13F portfolio, value $3,212,724.

    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 53,601 shares
    Change vs previous 13F +15,661 shares

    0.08% of the 13F portfolio, value $3,041,867.

    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 37,940 shares
    Change vs previous 13F -5,348 shares

    0.05% of the 13F portfolio, value $1,865,897.

    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 43,288 shares
    Change vs previous 13F -10,374 shares

    0.06% of the 13F portfolio, value $1,887,352.

    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 53,662 shares
    Change vs previous 13F +15,009 shares

    0.04% of the 13F portfolio, value $3,246,548.

    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 38,653 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,963,164.

    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).