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Independent Advisor Alliance: IEF position timeline

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

Independent Advisor Alliance held 17,055 IEF 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 17,055 shares
    Change vs previous 13F -28,898 shares

    0.04% of the 13F portfolio, value $1,612,891.

    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 45,953 shares
    Change vs previous 13F +27,734 shares

    0.05% of the 13F portfolio, value $4,385,781.

    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 18,219 shares
    Change vs previous 13F +656 shares

    0.04% of the 13F portfolio, value $1,751,939.

    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 17,563 shares
    Change vs previous 13F +7,261 shares

    0.04% of the 13F portfolio, value $1,694,127.

    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 10,302 shares
    Change vs previous 13F +792 shares

    0.03% of the 13F portfolio, value $986,622.

    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 9,510 shares
    Change vs previous 13F -12,675 shares

    0.03% of the 13F portfolio, value $906,969.

    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 22,185 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,051,015.

    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).