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Independent Advisor Alliance: DOV position timeline

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

Independent Advisor Alliance held 6,431 DOV 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 6,431 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $1,442,451.

    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 6,496 shares
    Change vs previous 13F -11,893 shares

    0.01% of the 13F portfolio, value $1,354,152.

    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 18,389 shares
    Change vs previous 13F -889 shares

    0.09% of the 13F portfolio, value $3,590,309.

    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 19,278 shares
    Change vs previous 13F +2,251 shares

    0.08% of the 13F portfolio, value $3,216,073.

    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 17,027 shares
    Change vs previous 13F +56 shares

    0.09% of the 13F portfolio, value $3,119,793.

    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 16,971 shares
    Change vs previous 13F -1,186 shares

    0.1% of the 13F portfolio, value $2,981,494.

    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 18,157 shares
    Change vs previous 13F +121 shares

    0.05% of the 13F portfolio, value $3,406,177.

    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 18,036 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,458,142.

    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).