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Disclosery

Independent Advisor Alliance: P position timeline

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

Independent Advisor Alliance held 17,501 P 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 17,501 shares
    Change vs previous 13F -235 shares

    0.03% of the 13F portfolio, value $1,378,904.

    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 17,736 shares
    Change vs previous 13F -1,035 shares

    0.01% of the 13F portfolio, value $1,047,133.

    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 18,771 shares
    Change vs previous 13F -867 shares

    0.03% of the 13F portfolio, value $1,257,850.

    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 19,638 shares
    Change vs previous 13F +8,646 shares

    0.04% of the 13F portfolio, value $1,645,863.

    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 10,992 shares
    Change vs previous 13F +2,189 shares

    0.02% of the 13F portfolio, value $632,922.

    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 8,803 shares
    Change vs previous 13F +3,476 shares

    0.01% of the 13F portfolio, value $389,709.

    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 5,327 shares
    Change vs previous 13F +1,296 shares

    <0.01% of the 13F portfolio, value $327,237.

    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 4,031 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,519.

    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).