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Disclosery

Independent Advisor Alliance: FCCO position timeline

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

Independent Advisor Alliance held 106,941 FCCO 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 106,941 shares
    Change vs previous 13F +5,825 shares

    0.08% of the 13F portfolio, value $3,494,842.

    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 101,116 shares
    Change vs previous 13F +282 shares

    0.03% of the 13F portfolio, value $2,955,623.

    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 100,834 shares
    Change vs previous 13F -242 shares

    0.07% of the 13F portfolio, value $2,989,737.

    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 101,076 shares
    Change vs previous 13F +94 shares

    0.07% of the 13F portfolio, value $2,852,376.

    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 100,982 shares
    Change vs previous 13F -1,841 shares

    0.07% of the 13F portfolio, value $2,461,950.

    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 102,823 shares
    Change vs previous 13F +4,020 shares

    0.08% of the 13F portfolio, value $2,319,676.

    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 98,803 shares
    Change vs previous 13F -7,142 shares

    0.03% of the 13F portfolio, value $2,371,280.

    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 105,945 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,271,460.

    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).