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Independent Advisor Alliance: GXO position timeline

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

Independent Advisor Alliance held 21,923 GXO 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 21,923 shares
    Change vs previous 13F -325 shares

    0.03% of the 13F portfolio, value $1,111,499.

    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 22,248 shares
    Change vs previous 13F -2,375 shares

    0.01% of the 13F portfolio, value $1,153,560.

    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 24,623 shares
    Change vs previous 13F +923 shares

    0.03% of the 13F portfolio, value $1,296,157.

    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 23,700 shares
    Change vs previous 13F +1,607 shares

    0.03% of the 13F portfolio, value $1,253,496.

    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 22,093 shares
    Change vs previous 13F +2,746 shares

    0.03% of the 13F portfolio, value $1,075,931.

    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 19,347 shares
    Change vs previous 13F +804 shares

    0.02% of the 13F portfolio, value $756,079.

    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 18,543 shares
    Change vs previous 13F -6,206 shares

    0.01% of the 13F portfolio, value $806,630.

    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 24,749 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,288,678.

    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).