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Independent Advisor Alliance: EXE position timeline

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

Independent Advisor Alliance held 13,046 EXE 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 13,046 shares
    Change vs previous 13F -568 shares

    0.03% of the 13F portfolio, value $1,189,667.

    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 13,614 shares
    Change vs previous 13F -4,101 shares

    0.02% of the 13F portfolio, value $1,494,544.

    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 17,715 shares
    Change vs previous 13F -743 shares

    0.05% of the 13F portfolio, value $1,955,026.

    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 18,458 shares
    Change vs previous 13F -192 shares

    0.05% of the 13F portfolio, value $1,960,980.

    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 18,650 shares
    Change vs previous 13F -727 shares

    0.06% of the 13F portfolio, value $2,180,932.

    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 19,377 shares
    Change vs previous 13F -1,125 shares

    0.07% of the 13F portfolio, value $2,157,046.

    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 20,502 shares
    Change vs previous 13F +13,039 shares

    0.03% of the 13F portfolio, value $2,040,978.

    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 7,463 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $613,835.

    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).