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Independent Advisor Alliance: LH position timeline

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

Independent Advisor Alliance held 11,785 LH 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 11,785 shares
    Change vs previous 13F +86 shares

    0.08% of the 13F portfolio, value $3,299,724.

    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 11,699 shares
    Change vs previous 13F -573 shares

    0.03% of the 13F portfolio, value $3,121,396.

    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 12,272 shares
    Change vs previous 13F +161 shares

    0.07% of the 13F portfolio, value $3,078,850.

    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 12,111 shares
    Change vs previous 13F +7,568 shares

    0.09% of the 13F portfolio, value $3,476,651.

    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 4,543 shares
    Change vs previous 13F +2,002 shares

    0.03% of the 13F portfolio, value $1,192,626.

    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 2,541 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $591,488.

    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 2,544 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $583,377.

    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 2,023 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $452,204.

    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).