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Independent Advisor Alliance: FVD position timeline

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

Independent Advisor Alliance held 109,952 FVD 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 109,952 shares
    Change vs previous 13F -141,825 shares

    0.12% of the 13F portfolio, value $5,297,483.

    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 251,777 shares
    Change vs previous 13F +154,819 shares

    0.13% of the 13F portfolio, value $11,841,084.

    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 96,958 shares
    Change vs previous 13F +3,947 shares

    0.11% of the 13F portfolio, value $4,467,832.

    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 93,011 shares
    Change vs previous 13F +3,396 shares

    0.11% of the 13F portfolio, value $4,300,835.

    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 89,615 shares
    Change vs previous 13F -80,346 shares

    0.12% of the 13F portfolio, value $4,005,812.

    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 169,961 shares
    Change vs previous 13F -184,548 shares

    0.25% of the 13F portfolio, value $7,578,552.

    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 354,509 shares
    Change vs previous 13F +167,943 shares

    0.2% of the 13F portfolio, value $15,470,766.

    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 186,566 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,486,878.

    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).