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Disclosery

Independent Advisor Alliance: O position timeline

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

Independent Advisor Alliance held 18,233 O 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 18,233 shares
    Change vs previous 13F +1,220 shares

    0.03% of the 13F portfolio, value $1,129,753.

    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 17,013 shares
    Change vs previous 13F -2,000 shares

    0.01% of the 13F portfolio, value $1,040,813.

    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 19,013 shares
    Change vs previous 13F -339 shares

    0.03% of the 13F portfolio, value $1,071,766.

    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 19,352 shares
    Change vs previous 13F +1,294 shares

    0.03% of the 13F portfolio, value $1,176,436.

    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 18,058 shares
    Change vs previous 13F -1,876 shares

    0.03% of the 13F portfolio, value $1,040,292.

    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 19,934 shares
    Change vs previous 13F -4,200 shares

    0.04% of the 13F portfolio, value $1,156,355.

    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 24,134 shares
    Change vs previous 13F +2,176 shares

    0.02% of the 13F portfolio, value $1,289,000.

    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 21,958 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,392,574.

    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).