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Independent Advisor Alliance: MPC position timeline

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

Independent Advisor Alliance held 8,985 MPC 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 8,985 shares
    Change vs previous 13F +3,711 shares

    0.05% of the 13F portfolio, value $2,297,156.

    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 5,274 shares
    Change vs previous 13F -8,157 shares

    0.01% of the 13F portfolio, value $1,287,825.

    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 13,431 shares
    Change vs previous 13F -988 shares

    0.05% of the 13F portfolio, value $2,184,303.

    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 14,419 shares
    Change vs previous 13F +7,604 shares

    0.07% of the 13F portfolio, value $2,779,187.

    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 6,815 shares
    Change vs previous 13F -1,233 shares

    0.03% of the 13F portfolio, value $1,131,985.

    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 8,048 shares
    Change vs previous 13F -1,204 shares

    0.04% of the 13F portfolio, value $1,172,573.

    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 9,252 shares
    Change vs previous 13F +2,075 shares

    0.02% of the 13F portfolio, value $1,290,587.

    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 7,177 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,169,143.

    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).