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Independent Advisor Alliance: DELL position timeline

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

Independent Advisor Alliance held 10,237 DELL 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 10,237 shares
    Change vs previous 13F +5,109 shares

    0.1% of the 13F portfolio, value $4,416,998.

    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 5,128 shares
    Change vs previous 13F +384 shares

    0.01% of the 13F portfolio, value $841,719.

    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 4,744 shares
    Change vs previous 13F -678 shares

    0.01% of the 13F portfolio, value $597,236.

    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 5,422 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $768,655.

    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 5,410 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $663,268.

    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 5,358 shares
    Change vs previous 13F -253 shares

    0.02% of the 13F portfolio, value $488,358.

    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 5,611 shares
    Change vs previous 13F +2,187 shares

    0.01% of the 13F portfolio, value $646,586.

    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 3,424 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $405,931.

    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).