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Independent Advisor Alliance: IEFA position timeline

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

Independent Advisor Alliance held 35,169 IEFA 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 35,169 shares
    Change vs previous 13F -724,652 shares

    0.08% of the 13F portfolio, value $3,396,618.

    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 759,821 shares
    Change vs previous 13F +728,075 shares

    0.74% of the 13F portfolio, value $68,786,569.

    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 31,746 shares
    Change vs previous 13F +3,326 shares

    0.07% of the 13F portfolio, value $2,840,016.

    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 28,420 shares
    Change vs previous 13F -744 shares

    0.06% of the 13F portfolio, value $2,481,344.

    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 29,164 shares
    Change vs previous 13F -360 shares

    0.07% of the 13F portfolio, value $2,434,597.

    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 29,524 shares
    Change vs previous 13F -198,950 shares

    0.07% of the 13F portfolio, value $2,233,514.

    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 228,474 shares
    Change vs previous 13F +198,764 shares

    0.21% of the 13F portfolio, value $16,057,153.

    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 29,710 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,318,884.

    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).