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Independent Advisor Alliance: IYH position timeline

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

Independent Advisor Alliance held 3,932 IYH 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 3,932 shares
    Change vs previous 13F -6,467 shares

    0.01% of the 13F portfolio, value $263,483.

    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 10,399 shares
    Change vs previous 13F +6,367 shares

    0.01% of the 13F portfolio, value $640,991.

    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 4,032 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $262,483.

    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 4,032 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $236,759.

    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 4,032 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $227,727.

    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 4,032 shares
    Change vs previous 13F -8,987 shares

    0.01% of the 13F portfolio, value $245,508.

    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 13,019 shares
    Change vs previous 13F +9,316 shares

    0.01% of the 13F portfolio, value $758,614.

    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 3,703 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $240,695.

    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).