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Independent Advisor Alliance: MFC position timeline

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

Independent Advisor Alliance held 52,555 MFC 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 52,555 shares
    Change vs previous 13F -458 shares

    0.05% of the 13F portfolio, value $2,129,012.

    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 53,013 shares
    Change vs previous 13F -3,014 shares

    0.02% of the 13F portfolio, value $1,825,752.

    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 56,027 shares
    Change vs previous 13F +7,374 shares

    0.05% of the 13F portfolio, value $2,032,665.

    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 48,653 shares
    Change vs previous 13F +3,677 shares

    0.04% of the 13F portfolio, value $1,515,528.

    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 44,976 shares
    Change vs previous 13F +4,179 shares

    0.04% of the 13F portfolio, value $1,437,437.

    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 40,797 shares
    Change vs previous 13F -646 shares

    0.04% of the 13F portfolio, value $1,270,839.

    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 41,443 shares
    Change vs previous 13F -140 shares

    0.02% of the 13F portfolio, value $1,272,713.

    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 41,583 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,228,778.

    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).