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Independent Advisor Alliance: DVN position timeline

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

Independent Advisor Alliance held 54,434 DVN 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 54,434 shares
    Change vs previous 13F +37,804 shares

    0.05% of the 13F portfolio, value $2,249,240.

    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 16,630 shares
    Change vs previous 13F +942 shares

    0.01% of the 13F portfolio, value $836,806.

    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 15,688 shares
    Change vs previous 13F -289 shares

    0.01% of the 13F portfolio, value $574,659.

    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 15,977 shares
    Change vs previous 13F -903 shares

    0.01% of the 13F portfolio, value $560,145.

    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 16,880 shares
    Change vs previous 13F -4,994 shares

    0.02% of the 13F portfolio, value $536,985.

    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 21,874 shares
    Change vs previous 13F -4,526 shares

    0.03% of the 13F portfolio, value $818,082.

    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 26,400 shares
    Change vs previous 13F -1,090 shares

    0.01% of the 13F portfolio, value $864,086.

    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 27,490 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,075,391.

    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).