Skip to content
Disclosery

Independent Advisor Alliance: FNDF position timeline

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

Independent Advisor Alliance held 7,704 FNDF 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 7,704 shares
    Change vs previous 13F -8,837 shares

    0.01% of the 13F portfolio, value $406,485.

    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 16,541 shares
    Change vs previous 13F +2,609 shares

    0.01% of the 13F portfolio, value $809,321.

    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 13,932 shares
    Change vs previous 13F +8,029 shares

    0.02% of the 13F portfolio, value $629,888.

    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 5,903 shares
    Change vs previous 13F -821 shares

    0.01% of the 13F portfolio, value $253,580.

    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 6,724 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $269,104.

    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 6,952 shares
    Change vs previous 13F -9,391 shares

    0.01% of the 13F portfolio, value $251,255.

    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 16,343 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $542,755.

    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).