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Disclosery

Independent Advisor Alliance: ERIC position timeline

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

Independent Advisor Alliance held 17,274 ERIC 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 17,274 shares
    Change vs previous 13F +6,589 shares

    <0.01% of the 13F portfolio, value $192,606.

    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 10,685 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $120,420.

    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).