Skip to content
Disclosery

Independent Advisor Alliance: GIS position timeline

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

Independent Advisor Alliance held 68,682 GIS 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 68,682 shares
    Change vs previous 13F +6,255 shares

    0.06% of the 13F portfolio, value $2,390,104.

    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 62,427 shares
    Change vs previous 13F +15,932 shares

    0.02% of the 13F portfolio, value $2,323,525.

    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 46,495 shares
    Change vs previous 13F +1,972 shares

    0.05% of the 13F portfolio, value $2,162,053.

    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 44,523 shares
    Change vs previous 13F +5,064 shares

    0.06% of the 13F portfolio, value $2,244,853.

    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 39,459 shares
    Change vs previous 13F +2,062 shares

    0.06% of the 13F portfolio, value $2,044,369.

    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 37,397 shares
    Change vs previous 13F +4,166 shares

    0.07% of the 13F portfolio, value $2,235,991.

    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 33,231 shares
    Change vs previous 13F +3,434 shares

    0.03% of the 13F portfolio, value $2,119,121.

    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 29,797 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,200,503.

    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).