Skip to content
Disclosery

Independent Advisor Alliance: MLM position timeline

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

Independent Advisor Alliance held 641 MLM 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 641 shares
    Change vs previous 13F -66 shares

    0.01% of the 13F portfolio, value $369,408.

    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 707 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $416,276.

    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 779 shares
    Change vs previous 13F -37 shares

    0.01% of the 13F portfolio, value $485,139.

    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 816 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $514,328.

    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 765 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $419,907.

    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 729 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $348,455.

    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 764 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $394,424.

    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).