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Disclosery

Independent Advisor Alliance: GS position timeline

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

Independent Advisor Alliance held 8,973 GS 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 8,973 shares
    Change vs previous 13F +666 shares

    0.21% of the 13F portfolio, value $9,075,821.

    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 8,307 shares
    Change vs previous 13F -1,167 shares

    0.08% of the 13F portfolio, value $7,027,848.

    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 9,474 shares
    Change vs previous 13F +680 shares

    0.2% of the 13F portfolio, value $8,327,670.

    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 8,794 shares
    Change vs previous 13F +224 shares

    0.18% of the 13F portfolio, value $7,002,683.

    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 8,570 shares
    Change vs previous 13F +1,316 shares

    0.17% of the 13F portfolio, value $6,065,467.

    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 7,254 shares
    Change vs previous 13F +233 shares

    0.13% of the 13F portfolio, value $3,962,664.

    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 7,021 shares
    Change vs previous 13F +1,543 shares

    0.05% of the 13F portfolio, value $4,020,338.

    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 5,478 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,712,116.

    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).