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Independent Advisor Alliance: JXN position timeline

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

Independent Advisor Alliance held 15,103 JXN 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 15,103 shares
    Change vs previous 13F -701 shares

    0.04% of the 13F portfolio, value $1,546,386.

    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 15,804 shares
    Change vs previous 13F -1,046 shares

    0.02% of the 13F portfolio, value $1,670,769.

    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 16,850 shares
    Change vs previous 13F -4,134 shares

    0.04% of the 13F portfolio, value $1,797,055.

    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 20,984 shares
    Change vs previous 13F -603 shares

    0.06% of the 13F portfolio, value $2,124,243.

    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 21,587 shares
    Change vs previous 13F +9,323 shares

    0.06% of the 13F portfolio, value $1,916,703.

    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 12,264 shares
    Change vs previous 13F +525 shares

    0.03% of the 13F portfolio, value $1,027,448.

    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 11,739 shares
    Change vs previous 13F +309 shares

    0.01% of the 13F portfolio, value $1,022,275.

    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 11,430 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,042,734.

    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).