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Independent Advisor Alliance: PRFZ position timeline

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

Independent Advisor Alliance held 24,155 PRFZ 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 24,155 shares
    Change vs previous 13F -49,048 shares

    0.03% of the 13F portfolio, value $1,347,124.

    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 73,203 shares
    Change vs previous 13F +47,262 shares

    0.04% of the 13F portfolio, value $3,357,809.

    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 25,941 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,190,432.

    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 25,941 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,178,240.

    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 25,941 shares
    Change vs previous 13F -1,695 shares

    0.03% of the 13F portfolio, value $1,055,020.

    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 27,636 shares
    Change vs previous 13F -104,342 shares

    0.03% of the 13F portfolio, value $1,046,299.

    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 131,978 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,491,612.

    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).