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Independent Advisor Alliance: FISV position timeline

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

Independent Advisor Alliance held 21,051 FISV 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 21,051 shares
    Change vs previous 13F -949 shares

    0.02% of the 13F portfolio, value $1,032,561.

    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 22,000 shares
    Change vs previous 13F -626 shares

    0.01% of the 13F portfolio, value $1,227,598.

    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 22,626 shares
    Change vs previous 13F +2,872 shares

    0.04% of the 13F portfolio, value $1,519,796.

    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 19,754 shares
    Change vs previous 13F +6,693 shares

    0.07% of the 13F portfolio, value $2,546,883.

    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 13,061 shares
    Change vs previous 13F +261 shares

    0.06% of the 13F portfolio, value $2,251,847.

    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 12,800 shares
    Change vs previous 13F +1,020 shares

    0.09% of the 13F portfolio, value $2,826,628.

    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 11,780 shares
    Change vs previous 13F +1,966 shares

    0.03% of the 13F portfolio, value $2,419,853.

    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 9,814 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,763,088.

    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).