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Independent Advisor Alliance: MA position timeline

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

Independent Advisor Alliance held 26,479 MA 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 26,479 shares
    Change vs previous 13F -678 shares

    0.32% of the 13F portfolio, value $13,599,668.

    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 27,157 shares
    Change vs previous 13F -1,105 shares

    0.15% of the 13F portfolio, value $13,569,472.

    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 28,262 shares
    Change vs previous 13F -139 shares

    0.39% of the 13F portfolio, value $16,133,990.

    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 28,401 shares
    Change vs previous 13F +199 shares

    0.42% of the 13F portfolio, value $16,154,714.

    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 28,202 shares
    Change vs previous 13F -615 shares

    0.46% of the 13F portfolio, value $15,847,585.

    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 28,817 shares
    Change vs previous 13F +1,630 shares

    0.52% of the 13F portfolio, value $15,795,000.

    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 27,187 shares
    Change vs previous 13F +1,265 shares

    0.19% of the 13F portfolio, value $14,315,721.

    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 25,922 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $12,800,502.

    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).