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Independent Advisor Alliance: LB position timeline

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

Independent Advisor Alliance held 19,123 LB 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 19,123 shares
    Change vs previous 13F +337 shares

    0.04% of the 13F portfolio, value $1,515,302.

    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 18,786 shares
    Change vs previous 13F +1,674 shares

    0.01% of the 13F portfolio, value $1,297,180.

    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 17,112 shares
    Change vs previous 13F +456 shares

    0.02% of the 13F portfolio, value $838,340.

    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 16,656 shares
    Change vs previous 13F +5,689 shares

    0.02% of the 13F portfolio, value $888,615.

    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 10,967 shares
    Change vs previous 13F +4,568 shares

    0.02% of the 13F portfolio, value $741,142.

    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 6,399 shares
    Change vs previous 13F +1,306 shares

    0.02% of the 13F portfolio, value $460,341.

    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 5,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $329,018.

    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).