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Independent Advisor Alliance: GEV position timeline

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

Independent Advisor Alliance held 14,549 GEV 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 14,549 shares
    Change vs previous 13F +871 shares

    0.4% of the 13F portfolio, value $17,092,921.

    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 13,678 shares
    Change vs previous 13F -101 shares

    0.13% of the 13F portfolio, value $11,939,583.

    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 13,779 shares
    Change vs previous 13F -297 shares

    0.22% of the 13F portfolio, value $9,005,487.

    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 14,076 shares
    Change vs previous 13F +1,226 shares

    0.22% of the 13F portfolio, value $8,655,501.

    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 12,850 shares
    Change vs previous 13F +3,512 shares

    0.2% of the 13F portfolio, value $6,799,692.

    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 9,338 shares
    Change vs previous 13F +1,026 shares

    0.09% of the 13F portfolio, value $2,850,826.

    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 8,312 shares
    Change vs previous 13F +3,237 shares

    0.04% of the 13F portfolio, value $2,734,073.

    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 5,075 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,294,039.

    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).