Independent Advisor Alliance: DUBS position timeline

Independent Advisor Alliance held 34,945 DUBS 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 34,945 shares

   Change vs previous 13F -42,254 shares

   0.03% of the 13F portfolio, value $1,455,289.

   13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 77,199 shares

   Change vs previous 13F +50,848 shares

   0.03% of the 13F portfolio, value $2,783,784.

   13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 26,351 shares

   Change vs previous 13F +14,759 shares

   0.02% of the 13F portfolio, value $992,679.

   13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 11,592 shares

   Change vs previous 13F -1,092 shares

   0.01% of the 13F portfolio, value $423,686.

   13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 12,684 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $428,707.

   13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).