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Independent Advisor Alliance: HIG position timeline

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

Independent Advisor Alliance held 10,899 HIG 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 10,899 shares
    Change vs previous 13F -169 shares

    0.03% of the 13F portfolio, value $1,444,369.

    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 11,068 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $1,496,706.

    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 11,061 shares
    Change vs previous 13F -1,294 shares

    0.04% of the 13F portfolio, value $1,524,271.

    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 12,355 shares
    Change vs previous 13F +72 shares

    0.04% of the 13F portfolio, value $1,648,056.

    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 12,283 shares
    Change vs previous 13F +1,245 shares

    0.04% of the 13F portfolio, value $1,558,303.

    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 11,038 shares
    Change vs previous 13F +70 shares

    0.05% of the 13F portfolio, value $1,365,773.

    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 10,968 shares
    Change vs previous 13F +5,126 shares

    0.02% of the 13F portfolio, value $1,199,899.

    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 5,842 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $687,038.

    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).