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Independent Advisor Alliance: PTY position timeline

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

Independent Advisor Alliance held 14,129 PTY 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 14,129 shares
    Change vs previous 13F -357,679 shares

    <0.01% of the 13F portfolio, value $169,972.

    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 371,808 shares
    Change vs previous 13F +357,679 shares

    0.05% of the 13F portfolio, value $4,484,006.

    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 14,129 shares
    Change vs previous 13F +3,521 shares

    <0.01% of the 13F portfolio, value $182,264.

    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 10,608 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $153,180.

    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 10,608 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $147,557.

    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 10,608 shares
    Change vs previous 13F -287,706 shares

    0.01% of the 13F portfolio, value $153,392.

    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 298,314 shares
    Change vs previous 13F +287,706 shares

    0.06% of the 13F portfolio, value $4,286,761.

    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 10,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $152,649.

    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).