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Independent Advisor Alliance: LMBS position timeline

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

Independent Advisor Alliance held 127,932 LMBS 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 127,932 shares
    Change vs previous 13F -246,771 shares

    0.15% of the 13F portfolio, value $6,368,439.

    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 374,703 shares
    Change vs previous 13F +266,550 shares

    0.2% of the 13F portfolio, value $18,663,955.

    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 108,153 shares
    Change vs previous 13F +5,996 shares

    0.13% of the 13F portfolio, value $5,406,580.

    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 102,157 shares
    Change vs previous 13F +11,942 shares

    0.13% of the 13F portfolio, value $5,086,381.

    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 90,215 shares
    Change vs previous 13F -33,103 shares

    0.13% of the 13F portfolio, value $4,443,997.

    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 123,318 shares
    Change vs previous 13F -242,143 shares

    0.2% of the 13F portfolio, value $6,062,325.

    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 365,461 shares
    Change vs previous 13F +219,767 shares

    0.24% of the 13F portfolio, value $17,786,947.

    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 145,694 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,198,727.

    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).