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Independent Advisor Alliance: IJR position timeline

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

Independent Advisor Alliance held 11,757 IJR 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 11,757 shares
    Change vs previous 13F -432,873 shares

    0.04% of the 13F portfolio, value $1,743,674.

    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 444,630 shares
    Change vs previous 13F +433,258 shares

    0.59% of the 13F portfolio, value $55,271,948.

    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 11,372 shares
    Change vs previous 13F -294 shares

    0.03% of the 13F portfolio, value $1,366,743.

    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 11,666 shares
    Change vs previous 13F +410 shares

    0.04% of the 13F portfolio, value $1,386,268.

    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 11,256 shares
    Change vs previous 13F -1,867 shares

    0.04% of the 13F portfolio, value $1,230,123.

    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 13,123 shares
    Change vs previous 13F -254,555 shares

    0.05% of the 13F portfolio, value $1,372,306.

    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 267,678 shares
    Change vs previous 13F +254,021 shares

    0.41% of the 13F portfolio, value $30,841,812.

    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 13,657 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,597,358.

    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).