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Independent Advisor Alliance: DSGX position timeline

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

Independent Advisor Alliance held 38,515 DSGX 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 38,515 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,666,779.

    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 38,515 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,756,134.

    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 38,515 shares
    Change vs previous 13F -147 shares

    0.08% of the 13F portfolio, value $3,376,224.

    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 38,662 shares
    Change vs previous 13F +21 shares

    0.09% of the 13F portfolio, value $3,643,121.

    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 38,641 shares
    Change vs previous 13F +121 shares

    0.11% of the 13F portfolio, value $3,927,663.

    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 38,520 shares
    Change vs previous 13F -427 shares

    0.13% of the 13F portfolio, value $3,883,972.

    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 38,947 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $4,424,379.

    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 38,934 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,008,644.

    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).