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Independent Advisor Alliance: PPL position timeline

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

Independent Advisor Alliance held 30,239 PPL 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 30,239 shares
    Change vs previous 13F +2,554 shares

    0.03% of the 13F portfolio, value $1,099,192.

    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 27,685 shares
    Change vs previous 13F +4,535 shares

    0.01% of the 13F portfolio, value $1,057,571.

    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 23,150 shares
    Change vs previous 13F +348 shares

    0.02% of the 13F portfolio, value $810,710.

    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 22,802 shares
    Change vs previous 13F -8,595 shares

    0.02% of the 13F portfolio, value $847,329.

    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 31,397 shares
    Change vs previous 13F -4,503 shares

    0.03% of the 13F portfolio, value $1,064,038.

    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 35,900 shares
    Change vs previous 13F -424 shares

    0.04% of the 13F portfolio, value $1,296,366.

    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 36,324 shares
    Change vs previous 13F +11,767 shares

    0.02% of the 13F portfolio, value $1,179,080.

    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 24,557 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $812,353.

    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).