Independent Advisor Alliance: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on DEM, newest first. How the timeline and the estimate are built.
Independent Advisor Alliance held 25,615 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 25,615 sharesChange vs previous 13F -6,454 shares
0.03% of the 13F portfolio, value $1,377,816.
13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,069 sharesChange vs previous 13F +7,486 shares
0.02% of the 13F portfolio, value $1,593,529.
13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,583 sharesChange vs previous 13F -2,521 shares
0.03% of the 13F portfolio, value $1,148,251.
13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,104 sharesChange vs previous 13F +3,974 shares
0.03% of the 13F portfolio, value $1,246,503.
13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,130 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,047,572.
13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).