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Independent Advisor Alliance: OMF position timeline

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

Independent Advisor Alliance held 22,131 OMF 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 22,131 shares
    Change vs previous 13F +898 shares

    0.03% of the 13F portfolio, value $1,349,359.

    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 21,233 shares
    Change vs previous 13F -17,945 shares

    0.01% of the 13F portfolio, value $1,135,751.

    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 39,178 shares
    Change vs previous 13F -257 shares

    0.06% of the 13F portfolio, value $2,646,456.

    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 39,435 shares
    Change vs previous 13F +18,240 shares

    0.06% of the 13F portfolio, value $2,226,510.

    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 21,195 shares
    Change vs previous 13F +4,716 shares

    0.03% of the 13F portfolio, value $1,208,104.

    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 16,479 shares
    Change vs previous 13F +357 shares

    0.03% of the 13F portfolio, value $805,473.

    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 16,122 shares
    Change vs previous 13F +4,964 shares

    0.01% of the 13F portfolio, value $840,443.

    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 11,158 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $525,223.

    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).