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Disclosery

Independent Advisor Alliance: IJH position timeline

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

Independent Advisor Alliance held 29,950 IJH 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 29,950 shares
    Change vs previous 13F -566,065 shares

    0.05% of the 13F portfolio, value $2,309,431.

    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 596,015 shares
    Change vs previous 13F +564,257 shares

    0.43% of the 13F portfolio, value $40,248,929.

    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 31,758 shares
    Change vs previous 13F +1,053 shares

    0.05% of the 13F portfolio, value $2,096,028.

    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 30,705 shares
    Change vs previous 13F +2,160 shares

    0.05% of the 13F portfolio, value $2,003,787.

    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 28,545 shares
    Change vs previous 13F -987 shares

    0.05% of the 13F portfolio, value $1,770,340.

    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 29,532 shares
    Change vs previous 13F -470,556 shares

    0.06% of the 13F portfolio, value $1,723,214.

    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 500,088 shares
    Change vs previous 13F +469,566 shares

    0.41% of the 13F portfolio, value $31,160,442.

    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 30,522 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,902,137.

    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).