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Independent Advisor Alliance: MO position timeline

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

Independent Advisor Alliance held 121,392 MO 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 121,392 shares
    Change vs previous 13F +2,714 shares

    0.2% of the 13F portfolio, value $8,734,225.

    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 118,678 shares
    Change vs previous 13F -5,922 shares

    0.08% of the 13F portfolio, value $7,831,569.

    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 124,600 shares
    Change vs previous 13F +1,999 shares

    0.17% of the 13F portfolio, value $7,184,468.

    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 122,601 shares
    Change vs previous 13F -4,123 shares

    0.21% of the 13F portfolio, value $8,098,999.

    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 126,724 shares
    Change vs previous 13F -6,115 shares

    0.21% of the 13F portfolio, value $7,429,857.

    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 132,839 shares
    Change vs previous 13F -21,608 shares

    0.26% of the 13F portfolio, value $7,973,015.

    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 154,447 shares
    Change vs previous 13F +12,789 shares

    0.11% of the 13F portfolio, value $8,076,073.

    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 141,658 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,230,228.

    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).