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Independent Advisor Alliance: IVV position timeline

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

Independent Advisor Alliance held 30,024 IVV 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 30,024 shares
    Change vs previous 13F -207,454 shares

    0.53% of the 13F portfolio, value $22,484,327.

    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 237,478 shares
    Change vs previous 13F +208,856 shares

    1.66% of the 13F portfolio, value $155,123,347.

    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 28,622 shares
    Change vs previous 13F +171 shares

    0.48% of the 13F portfolio, value $19,604,293.

    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 28,451 shares
    Change vs previous 13F +2,591 shares

    0.49% of the 13F portfolio, value $19,042,509.

    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 25,860 shares
    Change vs previous 13F +18,060 shares

    0.46% of the 13F portfolio, value $16,056,352.

    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 7,800 shares
    Change vs previous 13F -210,533 shares

    0.14% of the 13F portfolio, value $4,383,003.

    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 218,333 shares
    Change vs previous 13F +212,143 shares

    1.7% of the 13F portfolio, value $128,527,907.

    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 6,190 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,570,338.

    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).