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Disclosery

Independent Advisor Alliance: IR position timeline

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

Independent Advisor Alliance held 8,165 IR 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 8,165 shares
    Change vs previous 13F -581 shares

    0.02% of the 13F portfolio, value $669,464.

    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 8,746 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $700,735.

    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 8,601 shares
    Change vs previous 13F -198 shares

    0.02% of the 13F portfolio, value $681,368.

    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 8,799 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $726,959.

    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 8,803 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $732,275.

    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 8,718 shares
    Change vs previous 13F -800 shares

    0.02% of the 13F portfolio, value $697,676.

    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 9,518 shares
    Change vs previous 13F +1,364 shares

    0.01% of the 13F portfolio, value $860,970.

    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 8,154 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $800,416.

    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).