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Independent Advisor Alliance: NRG position timeline

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

Independent Advisor Alliance held 1,610 NRG 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 1,610 shares
    Change vs previous 13F -576 shares

    0.01% of the 13F portfolio, value $235,136.

    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 2,186 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $319,512.

    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 2,098 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $334,082.

    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 1,997 shares
    Change vs previous 13F -432 shares

    0.01% of the 13F portfolio, value $323,351.

    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 2,429 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $390,085.

    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 2,266 shares
    Change vs previous 13F -353 shares

    0.01% of the 13F portfolio, value $216,295.

    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 2,619 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $236,249.

    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 2,473 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $225,260.

    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).