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Independent Advisor Alliance: DLR position timeline

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

Independent Advisor Alliance held 19,159 DLR 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 19,159 shares
    Change vs previous 13F +6,954 shares

    0.08% of the 13F portfolio, value $3,440,610.

    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 12,205 shares
    Change vs previous 13F +856 shares

    0.02% of the 13F portfolio, value $2,199,407.

    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 11,349 shares
    Change vs previous 13F +255 shares

    0.04% of the 13F portfolio, value $1,755,887.

    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 11,094 shares
    Change vs previous 13F +2,800 shares

    0.05% of the 13F portfolio, value $1,918,015.

    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 8,294 shares
    Change vs previous 13F +1,560 shares

    0.04% of the 13F portfolio, value $1,445,761.

    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 6,734 shares
    Change vs previous 13F -196 shares

    0.03% of the 13F portfolio, value $964,867.

    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 6,930 shares
    Change vs previous 13F +1,283 shares

    0.02% of the 13F portfolio, value $1,228,904.

    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 5,647 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $913,856.

    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).