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Independent Advisor Alliance: DOW position timeline

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

Independent Advisor Alliance held 7,813 DOW 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 7,813 shares
    Change vs previous 13F -1,244 shares

    0.01% of the 13F portfolio, value $213,780.

    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 9,057 shares
    Change vs previous 13F -1,373 shares

    <0.01% of the 13F portfolio, value $377,209.

    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 10,430 shares
    Change vs previous 13F -2,744 shares

    0.01% of the 13F portfolio, value $243,847.

    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 13,174 shares
    Change vs previous 13F -3,953 shares

    0.01% of the 13F portfolio, value $302,086.

    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 17,127 shares
    Change vs previous 13F -955 shares

    0.01% of the 13F portfolio, value $453,528.

    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 18,082 shares
    Change vs previous 13F -1,715 shares

    0.02% of the 13F portfolio, value $631,419.

    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 19,797 shares
    Change vs previous 13F -1,592 shares

    0.01% of the 13F portfolio, value $794,474.

    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 21,389 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,168,485.

    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).