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Disclosery

Independent Advisor Alliance: J position timeline

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

Independent Advisor Alliance held 6,728 J 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 6,728 shares
    Change vs previous 13F -394 shares

    0.02% of the 13F portfolio, value $847,728.

    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 7,122 shares
    Change vs previous 13F -762 shares

    0.01% of the 13F portfolio, value $906,489.

    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 7,884 shares
    Change vs previous 13F -115 shares

    0.03% of the 13F portfolio, value $1,044,316.

    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 7,999 shares
    Change vs previous 13F -127 shares

    0.03% of the 13F portfolio, value $1,198,732.

    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 8,126 shares
    Change vs previous 13F -845 shares

    0.03% of the 13F portfolio, value $1,068,163.

    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 8,971 shares
    Change vs previous 13F -169 shares

    0.04% of the 13F portfolio, value $1,084,504.

    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 9,140 shares
    Change vs previous 13F +360 shares

    0.02% of the 13F portfolio, value $1,221,333.

    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 8,780 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,149,330.

    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).