Independent Advisor Alliance: IEX position timeline

Independent Advisor Alliance held 0 IEX shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -13,357 shares

   13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 13,357 shares

   Change vs previous 13F +102 shares

   0.07% of the 13F portfolio, value $2,345,088.

   13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 13,255 shares

   Change vs previous 13F -91 shares

   0.08% of the 13F portfolio, value $2,398,757.

   13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 13,346 shares

   Change vs previous 13F -3,430 shares

   0.04% of the 13F portfolio, value $2,793,185.

   13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 16,776 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $3,598,453.

   13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).