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Independent Advisor Alliance: FE position timeline

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

Independent Advisor Alliance held 22,800 FE 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 22,800 shares
    Change vs previous 13F -133 shares

    0.03% of the 13F portfolio, value $1,083,906.

    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 22,933 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $1,161,805.

    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 22,973 shares
    Change vs previous 13F -252 shares

    0.02% of the 13F portfolio, value $1,028,496.

    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 23,225 shares
    Change vs previous 13F +236 shares

    0.03% of the 13F portfolio, value $1,064,165.

    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 22,989 shares
    Change vs previous 13F +241 shares

    0.03% of the 13F portfolio, value $925,522.

    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 22,748 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $919,484.

    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 22,613 shares
    Change vs previous 13F +2,632 shares

    0.01% of the 13F portfolio, value $899,558.

    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 19,981 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $886,157.

    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).