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Disclosery

Independent Advisor Alliance: F position timeline

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

Independent Advisor Alliance held 84,210 F 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 84,210 shares
    Change vs previous 13F +7,098 shares

    0.03% of the 13F portfolio, value $1,170,522.

    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 77,112 shares
    Change vs previous 13F -10,941 shares

    0.01% of the 13F portfolio, value $889,873.

    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 88,053 shares
    Change vs previous 13F -1,082 shares

    0.03% of the 13F portfolio, value $1,155,250.

    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 89,135 shares
    Change vs previous 13F -3,305 shares

    0.03% of the 13F portfolio, value $1,066,055.

    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 92,440 shares
    Change vs previous 13F -12,094 shares

    0.03% of the 13F portfolio, value $1,002,978.

    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 104,534 shares
    Change vs previous 13F +3,823 shares

    0.03% of the 13F portfolio, value $1,048,472.

    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 100,711 shares
    Change vs previous 13F +7,788 shares

    0.01% of the 13F portfolio, value $997,037.

    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 92,923 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $981,262.

    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).