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Independent Advisor Alliance: EXPD position timeline

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

Independent Advisor Alliance held 3,668 EXPD 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 3,668 shares
    Change vs previous 13F -176 shares

    0.01% of the 13F portfolio, value $597,805.

    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 3,844 shares
    Change vs previous 13F -17,434 shares

    0.01% of the 13F portfolio, value $550,553.

    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 21,278 shares
    Change vs previous 13F -108 shares

    0.08% of the 13F portfolio, value $3,170,584.

    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 21,386 shares
    Change vs previous 13F -20 shares

    0.07% of the 13F portfolio, value $2,621,719.

    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 21,406 shares
    Change vs previous 13F -11,457 shares

    0.07% of the 13F portfolio, value $2,445,648.

    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 32,863 shares
    Change vs previous 13F -11,963 shares

    0.13% of the 13F portfolio, value $3,951,754.

    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 44,826 shares
    Change vs previous 13F -2,781 shares

    0.07% of the 13F portfolio, value $4,965,333.

    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 47,607 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,255,588.

    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).