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Independent Advisor Alliance: IP position timeline

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

Independent Advisor Alliance held 8,744 IP 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 8,744 shares
    Change vs previous 13F +828 shares

    0.01% of the 13F portfolio, value $333,159.

    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 7,916 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $282,606.

    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 7,750 shares
    Change vs previous 13F +244 shares

    0.01% of the 13F portfolio, value $305,267.

    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 7,506 shares
    Change vs previous 13F -14,731 shares

    0.01% of the 13F portfolio, value $348,268.

    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 22,237 shares
    Change vs previous 13F -556 shares

    0.03% of the 13F portfolio, value $1,041,338.

    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 22,793 shares
    Change vs previous 13F -3,574 shares

    0.04% of the 13F portfolio, value $1,215,993.

    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 26,367 shares
    Change vs previous 13F +2,451 shares

    0.02% of the 13F portfolio, value $1,419,044.

    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 23,916 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,168,294.

    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).