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Independent Advisor Alliance: ERIE position timeline

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

Independent Advisor Alliance held 1,867 ERIE 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 1,867 shares
    Change vs previous 13F +324 shares

    0.01% of the 13F portfolio, value $447,639.

    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 1,543 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $387,708.

    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 1,314 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $376,786.

    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 1,269 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $403,786.

    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 1,187 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $411,641.

    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 1,071 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $448,705.

    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).