Skip to content
Disclosery

Independent Advisor Alliance: EXC position timeline

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

Independent Advisor Alliance held 19,136 EXC 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 19,136 shares
    Change vs previous 13F +1,193 shares

    0.02% of the 13F portfolio, value $892,147.

    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 17,943 shares
    Change vs previous 13F -2,083 shares

    0.01% of the 13F portfolio, value $879,552.

    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 20,026 shares
    Change vs previous 13F -2,146 shares

    0.02% of the 13F portfolio, value $872,947.

    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 22,172 shares
    Change vs previous 13F +431 shares

    0.03% of the 13F portfolio, value $997,979.

    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 21,741 shares
    Change vs previous 13F +843 shares

    0.03% of the 13F portfolio, value $943,981.

    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 20,898 shares
    Change vs previous 13F +649 shares

    0.03% of the 13F portfolio, value $962,992.

    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 20,249 shares
    Change vs previous 13F +3,834 shares

    0.01% of the 13F portfolio, value $762,162.

    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 16,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $665,645.

    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).