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Independent Advisor Alliance: MKC position timeline

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

Independent Advisor Alliance held 9,833 MKC 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 9,833 shares
    Change vs previous 13F +1,852 shares

    0.01% of the 13F portfolio, value $495,762.

    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 7,981 shares
    Change vs previous 13F -1,379 shares

    <0.01% of the 13F portfolio, value $402,554.

    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 9,360 shares
    Change vs previous 13F -166 shares

    0.02% of the 13F portfolio, value $637,514.

    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 9,526 shares
    Change vs previous 13F -938 shares

    0.02% of the 13F portfolio, value $637,353.

    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 10,464 shares
    Change vs previous 13F -370 shares

    0.02% of the 13F portfolio, value $793,346.

    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 10,834 shares
    Change vs previous 13F -2,875 shares

    0.03% of the 13F portfolio, value $891,764.

    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 13,709 shares
    Change vs previous 13F -17,317 shares

    0.01% of the 13F portfolio, value $1,045,171.

    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 31,026 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,553,407.

    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).