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Independent Advisor Alliance: HD position timeline

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

Independent Advisor Alliance held 103,377 HD 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 103,377 shares
    Change vs previous 13F +16,502 shares

    0.85% of the 13F portfolio, value $36,459,002.

    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 86,875 shares
    Change vs previous 13F -18,197 shares

    0.31% of the 13F portfolio, value $28,572,261.

    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 105,072 shares
    Change vs previous 13F -2,323 shares

    0.88% of the 13F portfolio, value $36,155,278.

    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 107,395 shares
    Change vs previous 13F -2,286 shares

    1.13% of the 13F portfolio, value $43,515,649.

    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 109,681 shares
    Change vs previous 13F -1,190 shares

    1.16% of the 13F portfolio, value $40,213,564.

    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 110,871 shares
    Change vs previous 13F -124 shares

    1.34% of the 13F portfolio, value $40,632,889.

    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 110,995 shares
    Change vs previous 13F +5,736 shares

    0.57% of the 13F portfolio, value $43,175,838.

    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 105,259 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $42,651,205.

    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).