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Disclosery

Independent Advisor Alliance: HOOD position timeline

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

Independent Advisor Alliance held 17,670 HOOD 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 17,670 shares
    Change vs previous 13F -36,956 shares

    0.04% of the 13F portfolio, value $1,771,946.

    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 54,626 shares
    Change vs previous 13F +23,561 shares

    0.04% of the 13F portfolio, value $3,785,594.

    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 31,065 shares
    Change vs previous 13F -174 shares

    0.09% of the 13F portfolio, value $3,513,455.

    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 31,239 shares
    Change vs previous 13F +1,477 shares

    0.12% of the 13F portfolio, value $4,472,804.

    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 29,762 shares
    Change vs previous 13F +19,950 shares

    0.08% of the 13F portfolio, value $2,786,620.

    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 9,812 shares
    Change vs previous 13F +2,619 shares

    0.01% of the 13F portfolio, value $408,378.

    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 7,193 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,015.

    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).