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Disclosery

Independent Advisor Alliance: DOCS position timeline

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

Independent Advisor Alliance held 0 DOCS shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,305 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,305 shares
    Change vs previous 13F -479 shares

    0.01% of the 13F portfolio, value $241,738.

    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).

  3. period ended2025-06-30
    13F 3,784 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $232,089.

    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).

  4. period ended2025-03-31
    13F 3,674 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,224.

    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).