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Independent Advisor Alliance: META position timeline

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

Independent Advisor Alliance held 100,396 META 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 100,396 shares
    Change vs previous 13F -3,751 shares

    1.32% of the 13F portfolio, value $56,552,155.

    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 104,147 shares
    Change vs previous 13F +6,458 shares

    0.64% of the 13F portfolio, value $59,585,554.

    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 97,689 shares
    Change vs previous 13F +6,502 shares

    1.57% of the 13F portfolio, value $64,483,935.

    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 91,187 shares
    Change vs previous 13F +2,285 shares

    1.74% of the 13F portfolio, value $66,965,988.

    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 88,902 shares
    Change vs previous 13F +3,040 shares

    1.89% of the 13F portfolio, value $65,617,756.

    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 85,862 shares
    Change vs previous 13F +2,474 shares

    1.63% of the 13F portfolio, value $49,487,469.

    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 83,388 shares
    Change vs previous 13F +18,480 shares

    0.65% of the 13F portfolio, value $48,824,421.

    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 64,908 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $37,156,091.

    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).