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Independent Advisor Alliance: PFG position timeline

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

Independent Advisor Alliance held 4,002 PFG 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 4,002 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $431,322.

    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 3,956 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $356,474.

    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 3,846 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $339,251.

    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 3,913 shares
    Change vs previous 13F -1,105 shares

    0.01% of the 13F portfolio, value $324,423.

    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 5,018 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $398,543.

    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 5,006 shares
    Change vs previous 13F +433 shares

    0.01% of the 13F portfolio, value $422,365.

    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 4,573 shares
    Change vs previous 13F +742 shares

    <0.01% of the 13F portfolio, value $353,986.

    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 3,831 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $329,042.

    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).