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Independent Advisor Alliance: HSY position timeline

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

Independent Advisor Alliance held 23,143 HSY 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 23,143 shares
    Change vs previous 13F +1,224 shares

    0.1% of the 13F portfolio, value $4,060,446.

    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 21,919 shares
    Change vs previous 13F -20,831 shares

    0.05% of the 13F portfolio, value $4,556,681.

    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 42,750 shares
    Change vs previous 13F +212 shares

    0.19% of the 13F portfolio, value $7,779,770.

    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 42,538 shares
    Change vs previous 13F +2,573 shares

    0.21% of the 13F portfolio, value $7,956,766.

    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 39,965 shares
    Change vs previous 13F +9,313 shares

    0.19% of the 13F portfolio, value $6,632,194.

    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 30,652 shares
    Change vs previous 13F +1,135 shares

    0.17% of the 13F portfolio, value $5,242,434.

    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 29,517 shares
    Change vs previous 13F -10,652 shares

    0.07% of the 13F portfolio, value $4,998,767.

    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 40,169 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,703,595.

    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).