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Independent Advisor Alliance: FERG position timeline

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

Independent Advisor Alliance held 1,141 FERG 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 1,141 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $270,750.

    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 1,168 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $272,423.

    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 1,153 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $256,707.

    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 1,117 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $250,867.

    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 994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,377.

    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).