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Independent Advisor Alliance: HWM position timeline

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

Independent Advisor Alliance held 4,017 HWM 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 4,017 shares
    Change vs previous 13F +219 shares

    0.03% of the 13F portfolio, value $1,079,987.

    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 3,798 shares
    Change vs previous 13F -26,419 shares

    0.01% of the 13F portfolio, value $875,222.

    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 30,217 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $6,195,203.

    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 30,163 shares
    Change vs previous 13F +256 shares

    0.15% of the 13F portfolio, value $5,918,953.

    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 29,907 shares
    Change vs previous 13F +815 shares

    0.16% of the 13F portfolio, value $5,566,615.

    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 29,092 shares
    Change vs previous 13F +4,137 shares

    0.12% of the 13F portfolio, value $3,774,100.

    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 24,955 shares
    Change vs previous 13F +1,589 shares

    0.04% of the 13F portfolio, value $2,729,313.

    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 23,366 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,342,417.

    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).