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Independent Advisor Alliance: IWF position timeline

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

Independent Advisor Alliance held 23,662 IWF 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 23,662 shares
    Change vs previous 13F -24,146 shares

    0.07% of the 13F portfolio, value $2,938,111.

    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 47,808 shares
    Change vs previous 13F +41,899 shares

    0.22% of the 13F portfolio, value $20,385,351.

    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 5,909 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,796,730.

    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 5,909 shares
    Change vs previous 13F +83 shares

    0.07% of the 13F portfolio, value $2,767,835.

    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 5,826 shares
    Change vs previous 13F +236 shares

    0.07% of the 13F portfolio, value $2,473,603.

    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 5,590 shares
    Change vs previous 13F -33,162 shares

    0.07% of the 13F portfolio, value $2,018,640.

    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 38,752 shares
    Change vs previous 13F +37,627 shares

    0.21% of the 13F portfolio, value $15,562,215.

    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 1,125 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $422,369.

    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).