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Independent Advisor Alliance: HLN position timeline

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

Independent Advisor Alliance held 22,091 HLN 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 22,091 shares
    Change vs previous 13F -8,282 shares

    <0.01% of the 13F portfolio, value $206,106.

    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 30,373 shares
    Change vs previous 13F -5,475 shares

    <0.01% of the 13F portfolio, value $304,034.

    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 35,848 shares
    Change vs previous 13F +13,561 shares

    0.01% of the 13F portfolio, value $362,425.

    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 22,287 shares
    Change vs previous 13F -6,938 shares

    0.01% of the 13F portfolio, value $199,916.

    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 29,225 shares
    Change vs previous 13F +4,932 shares

    0.01% of the 13F portfolio, value $303,069.

    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 24,293 shares
    Change vs previous 13F -3,030 shares

    0.01% of the 13F portfolio, value $249,977.

    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 27,323 shares
    Change vs previous 13F +12,044 shares

    <0.01% of the 13F portfolio, value $260,663.

    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 15,279 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $161,651.

    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).