Skip to content
Disclosery

Independent Advisor Alliance: PSX position timeline

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

Independent Advisor Alliance held 34,704 PSX 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 34,704 shares
    Change vs previous 13F +522 shares

    0.14% of the 13F portfolio, value $5,866,690.

    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 34,182 shares
    Change vs previous 13F +1,862 shares

    0.07% of the 13F portfolio, value $6,227,413.

    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 32,320 shares
    Change vs previous 13F -527 shares

    0.1% of the 13F portfolio, value $4,170,623.

    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 32,847 shares
    Change vs previous 13F +2,256 shares

    0.12% of the 13F portfolio, value $4,467,832.

    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 30,591 shares
    Change vs previous 13F -229 shares

    0.11% of the 13F portfolio, value $3,649,553.

    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 30,820 shares
    Change vs previous 13F +3,080 shares

    0.13% of the 13F portfolio, value $3,805,645.

    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 27,740 shares
    Change vs previous 13F +2,755 shares

    0.04% of the 13F portfolio, value $3,160,370.

    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 24,985 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,284,211.

    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).