Skip to content
Disclosery

Independent Advisor Alliance: IBTI position timeline

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

Independent Advisor Alliance held 27,935 IBTI 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 27,935 shares
    Change vs previous 13F -210,023 shares

    0.01% of the 13F portfolio, value $618,481.

    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 237,958 shares
    Change vs previous 13F +219,667 shares

    0.06% of the 13F portfolio, value $5,302,419.

    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 18,291 shares
    Change vs previous 13F +999 shares

    0.01% of the 13F portfolio, value $409,078.

    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 17,292 shares
    Change vs previous 13F +6,740 shares

    0.01% of the 13F portfolio, value $387,081.

    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 10,552 shares
    Change vs previous 13F -371 shares

    0.01% of the 13F portfolio, value $235,943.

    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 10,923 shares
    Change vs previous 13F -7,111 shares

    0.01% of the 13F portfolio, value $243,037.

    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 18,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $395,013.

    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).