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Independent Advisor Alliance: PEP position timeline

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

Independent Advisor Alliance held 72,411 PEP 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 72,411 shares
    Change vs previous 13F +2,730 shares

    0.23% of the 13F portfolio, value $9,804,465.

    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 69,681 shares
    Change vs previous 13F -412 shares

    0.12% of the 13F portfolio, value $10,820,656.

    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 70,093 shares
    Change vs previous 13F -847 shares

    0.24% of the 13F portfolio, value $10,059,664.

    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 70,940 shares
    Change vs previous 13F -13,093 shares

    0.26% of the 13F portfolio, value $9,962,744.

    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 84,033 shares
    Change vs previous 13F -21,773 shares

    0.32% of the 13F portfolio, value $11,095,646.

    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 105,806 shares
    Change vs previous 13F -101 shares

    0.52% of the 13F portfolio, value $15,864,470.

    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 105,907 shares
    Change vs previous 13F -596 shares

    0.21% of the 13F portfolio, value $16,104,189.

    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 106,503 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $18,110,859.

    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).