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Independent Advisor Alliance: IVZ position timeline

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

Independent Advisor Alliance held 19,575 IVZ 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 19,575 shares
    Change vs previous 13F +2,597 shares

    0.01% of the 13F portfolio, value $516,567.

    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 16,978 shares
    Change vs previous 13F +530 shares

    <0.01% of the 13F portfolio, value $412,384.

    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 16,448 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $432,074.

    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 16,383 shares
    Change vs previous 13F +206 shares

    0.01% of the 13F portfolio, value $375,835.

    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 16,177 shares
    Change vs previous 13F +4,962 shares

    0.01% of the 13F portfolio, value $255,117.

    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 11,215 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $170,124.

    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).