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Independent Advisor Alliance: MFA position timeline

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

Independent Advisor Alliance held 233,109 MFA 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 233,109 shares
    Change vs previous 13F -3,301 shares

    0.05% of the 13F portfolio, value $2,258,830.

    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 236,410 shares
    Change vs previous 13F +11,113 shares

    0.02% of the 13F portfolio, value $2,264,816.

    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 225,297 shares
    Change vs previous 13F +21,956 shares

    0.05% of the 13F portfolio, value $2,097,514.

    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 203,341 shares
    Change vs previous 13F +9,348 shares

    0.05% of the 13F portfolio, value $1,868,706.

    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 193,993 shares
    Change vs previous 13F +5,474 shares

    0.05% of the 13F portfolio, value $1,835,181.

    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 188,519 shares
    Change vs previous 13F +14,336 shares

    0.06% of the 13F portfolio, value $1,934,218.

    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 174,183 shares
    Change vs previous 13F +1,224 shares

    0.02% of the 13F portfolio, value $1,774,933.

    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 172,959 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,200,042.

    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).