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Independent Advisor Alliance: MUB position timeline

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

Independent Advisor Alliance held 25,361 MUB 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 25,361 shares
    Change vs previous 13F -191,448 shares

    0.06% of the 13F portfolio, value $2,729,367.

    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 216,809 shares
    Change vs previous 13F +194,443 shares

    0.25% of the 13F portfolio, value $23,014,298.

    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 22,366 shares
    Change vs previous 13F +481 shares

    0.06% of the 13F portfolio, value $2,395,622.

    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 21,885 shares
    Change vs previous 13F -1,518 shares

    0.06% of the 13F portfolio, value $2,330,534.

    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 23,403 shares
    Change vs previous 13F -11,505 shares

    0.07% of the 13F portfolio, value $2,445,145.

    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 34,908 shares
    Change vs previous 13F -92,443 shares

    0.12% of the 13F portfolio, value $3,680,700.

    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 127,351 shares
    Change vs previous 13F +122,710 shares

    0.18% of the 13F portfolio, value $13,569,262.

    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 4,641 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $504,152.

    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).