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Independent Advisor Alliance: IBTH position timeline

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

Independent Advisor Alliance held 27,777 IBTH 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 27,777 shares
    Change vs previous 13F -214,449 shares

    0.01% of the 13F portfolio, value $621,371.

    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 242,226 shares
    Change vs previous 13F +224,027 shares

    0.06% of the 13F portfolio, value $5,433,120.

    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 18,199 shares
    Change vs previous 13F -2,427 shares

    0.01% of the 13F portfolio, value $408,932.

    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 20,626 shares
    Change vs previous 13F +8,088 shares

    0.01% of the 13F portfolio, value $464,498.

    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 12,538 shares
    Change vs previous 13F +1,702 shares

    0.01% of the 13F portfolio, value $281,980.

    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 10,836 shares
    Change vs previous 13F -117,323 shares

    0.01% of the 13F portfolio, value $242,943.

    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 128,159 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,844,717.

    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).