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Independent Advisor Alliance: PRF position timeline

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

Independent Advisor Alliance held 35,818 PRF 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 35,818 shares
    Change vs previous 13F -57,950 shares

    0.05% of the 13F portfolio, value $1,935,247.

    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 93,768 shares
    Change vs previous 13F +54,390 shares

    0.05% of the 13F portfolio, value $4,456,783.

    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 39,378 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,847,616.

    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 39,378 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,780,279.

    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 39,378 shares
    Change vs previous 13F +1,700 shares

    0.05% of the 13F portfolio, value $1,664,508.

    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 37,678 shares
    Change vs previous 13F -60,042 shares

    0.05% of the 13F portfolio, value $1,522,568.

    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 97,720 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,942,029.

    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).