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Independent Advisor Alliance: FHN position timeline

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

Independent Advisor Alliance held 62,210 FHN 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 62,210 shares
    Change vs previous 13F -284 shares

    0.04% of the 13F portfolio, value $1,595,058.

    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 62,494 shares
    Change vs previous 13F +1,473 shares

    0.02% of the 13F portfolio, value $1,422,356.

    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 61,021 shares
    Change vs previous 13F +97 shares

    0.04% of the 13F portfolio, value $1,458,397.

    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 60,924 shares
    Change vs previous 13F -634 shares

    0.04% of the 13F portfolio, value $1,377,492.

    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 61,558 shares
    Change vs previous 13F +2,908 shares

    0.04% of the 13F portfolio, value $1,305,028.

    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 58,650 shares
    Change vs previous 13F +920 shares

    0.04% of the 13F portfolio, value $1,138,995.

    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 57,730 shares
    Change vs previous 13F +632 shares

    0.02% of the 13F portfolio, value $1,162,675.

    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 57,098 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $886,735.

    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).