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Independent Advisor Alliance: DTE position timeline

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

Independent Advisor Alliance held 12,160 DTE 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 12,160 shares
    Change vs previous 13F +379 shares

    0.04% of the 13F portfolio, value $1,852,748.

    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 11,781 shares
    Change vs previous 13F -2,189 shares

    0.02% of the 13F portfolio, value $1,722,644.

    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 13,970 shares
    Change vs previous 13F +3,882 shares

    0.04% of the 13F portfolio, value $1,801,835.

    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 10,088 shares
    Change vs previous 13F +939 shares

    0.04% of the 13F portfolio, value $1,426,794.

    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 9,149 shares
    Change vs previous 13F +288 shares

    0.03% of the 13F portfolio, value $1,211,923.

    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 8,861 shares
    Change vs previous 13F -73 shares

    0.04% of the 13F portfolio, value $1,225,258.

    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 8,934 shares
    Change vs previous 13F +542 shares

    0.01% of the 13F portfolio, value $1,078,825.

    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 8,392 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,077,660.

    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).