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Independent Advisor Alliance: IWY position timeline

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

Independent Advisor Alliance held 9,435 IWY 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 9,435 shares
    Change vs previous 13F -64,312 shares

    0.06% of the 13F portfolio, value $2,742,000.

    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 73,747 shares
    Change vs previous 13F +64,271 shares

    0.2% of the 13F portfolio, value $18,351,091.

    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 9,476 shares
    Change vs previous 13F +329 shares

    0.06% of the 13F portfolio, value $2,624,196.

    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 9,147 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $2,502,990.

    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 9,094 shares
    Change vs previous 13F +199 shares

    0.06% of the 13F portfolio, value $2,241,762.

    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 8,895 shares
    Change vs previous 13F -20,491 shares

    0.06% of the 13F portfolio, value $1,876,311.

    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 29,386 shares
    Change vs previous 13F +19,954 shares

    0.09% of the 13F portfolio, value $6,913,622.

    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 9,432 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,075,512.

    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).