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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

  1. period ended2026-06-30
    13F 25,615 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,069 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,583 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,104 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,130 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).