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Disclosery

Independent Advisor Alliance: MU position timeline

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

Independent Advisor Alliance held 55,437 MU 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 55,437 shares
    Change vs previous 13F +17,578 shares

    1.5% of the 13F portfolio, value $63,990,000.

    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 37,859 shares
    Change vs previous 13F -3,266 shares

    0.14% of the 13F portfolio, value $12,790,373.

    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 41,125 shares
    Change vs previous 13F +5,170 shares

    0.29% of the 13F portfolio, value $11,737,598.

    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 35,955 shares
    Change vs previous 13F -26,682 shares

    0.16% of the 13F portfolio, value $6,015,926.

    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 62,637 shares
    Change vs previous 13F +1,005 shares

    0.22% of the 13F portfolio, value $7,720,071.

    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 61,632 shares
    Change vs previous 13F -4,089 shares

    0.18% of the 13F portfolio, value $5,355,231.

    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 65,721 shares
    Change vs previous 13F +8,308 shares

    0.07% of the 13F portfolio, value $5,531,057.

    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 57,413 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,954,299.

    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).