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Independent Advisor Alliance: PM position timeline

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

Independent Advisor Alliance held 70,374 PM 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 70,374 shares
    Change vs previous 13F -412 shares

    0.3% of the 13F portfolio, value $12,731,452.

    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 70,786 shares
    Change vs previous 13F -685 shares

    0.13% of the 13F portfolio, value $11,703,730.

    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 71,471 shares
    Change vs previous 13F -1,424 shares

    0.28% of the 13F portfolio, value $11,463,992.

    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 72,895 shares
    Change vs previous 13F -4,251 shares

    0.31% of the 13F portfolio, value $11,823,489.

    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 77,146 shares
    Change vs previous 13F -3,183 shares

    0.41% of the 13F portfolio, value $14,050,718.

    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 80,329 shares
    Change vs previous 13F +3,781 shares

    0.42% of the 13F portfolio, value $12,750,526.

    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 76,548 shares
    Change vs previous 13F +12,435 shares

    0.12% of the 13F portfolio, value $9,212,493.

    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 64,113 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,783,309.

    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).