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Disclosery

Independent Advisor Alliance: GE position timeline

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

Independent Advisor Alliance held 31,369 GE 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 31,369 shares
    Change vs previous 13F +1,408 shares

    0.27% of the 13F portfolio, value $11,723,737.

    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 29,961 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $8,502,092.

    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 29,957 shares
    Change vs previous 13F +548 shares

    0.22% of the 13F portfolio, value $9,227,573.

    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 29,409 shares
    Change vs previous 13F -598 shares

    0.23% of the 13F portfolio, value $8,846,780.

    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 30,007 shares
    Change vs previous 13F +1,380 shares

    0.22% of the 13F portfolio, value $7,723,411.

    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 28,627 shares
    Change vs previous 13F +741 shares

    0.19% of the 13F portfolio, value $5,729,577.

    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 27,886 shares
    Change vs previous 13F +4,943 shares

    0.06% of the 13F portfolio, value $4,651,088.

    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 22,943 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,326,445.

    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).