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Independent Advisor Alliance: EMR position timeline

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

Independent Advisor Alliance held 23,256 EMR 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 23,256 shares
    Change vs previous 13F +761 shares

    0.08% of the 13F portfolio, value $3,329,171.

    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 22,495 shares
    Change vs previous 13F -8,764 shares

    0.03% of the 13F portfolio, value $2,947,232.

    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 31,259 shares
    Change vs previous 13F +186 shares

    0.1% of the 13F portfolio, value $4,148,681.

    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 31,073 shares
    Change vs previous 13F +143 shares

    0.11% of the 13F portfolio, value $4,076,155.

    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 30,930 shares
    Change vs previous 13F -700 shares

    0.12% of the 13F portfolio, value $4,123,941.

    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 31,630 shares
    Change vs previous 13F -1,110 shares

    0.11% of the 13F portfolio, value $3,467,914.

    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 32,740 shares
    Change vs previous 13F +1,359 shares

    0.05% of the 13F portfolio, value $4,057,516.

    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 31,381 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,432,077.

    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).