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Independent Advisor Alliance: ED position timeline

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

Independent Advisor Alliance held 34,156 ED 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 34,156 shares
    Change vs previous 13F +1,769 shares

    0.09% of the 13F portfolio, value $3,778,723.

    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 32,387 shares
    Change vs previous 13F +2,930 shares

    0.04% of the 13F portfolio, value $3,665,580.

    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 29,457 shares
    Change vs previous 13F +134 shares

    0.07% of the 13F portfolio, value $2,925,637.

    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 29,323 shares
    Change vs previous 13F +2,508 shares

    0.08% of the 13F portfolio, value $2,947,622.

    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 26,815 shares
    Change vs previous 13F -1,351 shares

    0.08% of the 13F portfolio, value $2,690,903.

    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 28,166 shares
    Change vs previous 13F +1,259 shares

    0.1% of the 13F portfolio, value $3,114,867.

    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 26,907 shares
    Change vs previous 13F +4,268 shares

    0.03% of the 13F portfolio, value $2,400,835.

    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 22,639 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,357,338.

    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).