Independent Advisor Alliance: DRI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on DRI, newest first. How the timeline and the estimate are built.
Independent Advisor Alliance held 2,282 DRI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,282 sharesChange vs previous 13F +50 shares
0.01% of the 13F portfolio, value $470,161.
13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,232 sharesChange vs previous 13F -144 shares
<0.01% of the 13F portfolio, value $437,574.
13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,376 sharesChange vs previous 13F -102 shares
0.01% of the 13F portfolio, value $437,212.
13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,478 sharesChange vs previous 13F +4 shares
0.01% of the 13F portfolio, value $471,785.
13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,474 sharesChange vs previous 13F +17 shares
0.02% of the 13F portfolio, value $539,307.
13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,457 sharesChange vs previous 13F -81 shares
0.02% of the 13F portfolio, value $510,479.
13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,538 sharesChange vs previous 13F +439 shares
0.01% of the 13F portfolio, value $473,804.
13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,099 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $344,460.
13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).