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Independent Advisor Alliance: MBB position timeline

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

Independent Advisor Alliance held 43,460 MBB 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 43,460 shares
    Change vs previous 13F -245,671 shares

    0.1% of the 13F portfolio, value $4,107,835.

    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 289,131 shares
    Change vs previous 13F +253,147 shares

    0.29% of the 13F portfolio, value $27,453,012.

    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 35,984 shares
    Change vs previous 13F -5,139 shares

    0.08% of the 13F portfolio, value $3,426,413.

    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 41,123 shares
    Change vs previous 13F +4,233 shares

    0.1% of the 13F portfolio, value $3,912,819.

    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 36,890 shares
    Change vs previous 13F +2,412 shares

    0.1% of the 13F portfolio, value $3,463,556.

    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 34,478 shares
    Change vs previous 13F -117,141 shares

    0.11% of the 13F portfolio, value $3,233,385.

    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 151,619 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,900,495.

    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).