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Independent Advisor Alliance: RITM position timeline

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

Independent Advisor Alliance held 229,761 RITM 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 229,761 shares
    Change vs previous 13F -5,266 shares

    0.05% of the 13F portfolio, value $2,157,458.

    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 235,027 shares
    Change vs previous 13F +460 shares

    0.02% of the 13F portfolio, value $2,228,058.

    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 234,567 shares
    Change vs previous 13F +14,512 shares

    0.06% of the 13F portfolio, value $2,556,793.

    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 220,055 shares
    Change vs previous 13F -2,623 shares

    0.07% of the 13F portfolio, value $2,506,423.

    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 222,678 shares
    Change vs previous 13F -3,817 shares

    0.07% of the 13F portfolio, value $2,514,033.

    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 226,495 shares
    Change vs previous 13F +4,489 shares

    0.09% of the 13F portfolio, value $2,593,376.

    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 222,006 shares
    Change vs previous 13F -2,663 shares

    0.03% of the 13F portfolio, value $2,404,324.

    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 224,669 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,549,993.

    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).