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Independent Advisor Alliance: FDL position timeline

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

Independent Advisor Alliance held 130,595 FDL 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 130,595 shares
    Change vs previous 13F -294,366 shares

    0.15% of the 13F portfolio, value $6,354,759.

    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 424,961 shares
    Change vs previous 13F +306,317 shares

    0.23% of the 13F portfolio, value $21,588,000.

    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 118,644 shares
    Change vs previous 13F +1,279 shares

    0.13% of the 13F portfolio, value $5,260,661.

    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 117,365 shares
    Change vs previous 13F -2,037 shares

    0.13% of the 13F portfolio, value $5,094,822.

    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 119,402 shares
    Change vs previous 13F +17,088 shares

    0.14% of the 13F portfolio, value $4,999,364.

    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 102,314 shares
    Change vs previous 13F -95,287 shares

    0.15% of the 13F portfolio, value $4,444,506.

    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 197,601 shares
    Change vs previous 13F +103,932 shares

    0.11% of the 13F portfolio, value $7,955,414.

    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 93,669 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,929,416.

    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).