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Independent Advisor Alliance: IGSB position timeline

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

Independent Advisor Alliance held 4,883 IGSB 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 4,883 shares
    Change vs previous 13F -60,620 shares

    0.01% of the 13F portfolio, value $255,918.

    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 65,503 shares
    Change vs previous 13F +60,605 shares

    0.04% of the 13F portfolio, value $3,442,817.

    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 4,898 shares
    Change vs previous 13F -114 shares

    0.01% of the 13F portfolio, value $259,006.

    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 5,012 shares
    Change vs previous 13F +501 shares

    0.01% of the 13F portfolio, value $265,786.

    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 4,511 shares
    Change vs previous 13F -73 shares

    0.01% of the 13F portfolio, value $238,000.

    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 4,584 shares
    Change vs previous 13F -14,755 shares

    0.01% of the 13F portfolio, value $240,064.

    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 19,339 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $999,829.

    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).