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Independent Advisor Alliance: RWO position timeline

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

Independent Advisor Alliance held 22,007 RWO 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 22,007 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $1,093,951.

    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 22,112 shares
    Change vs previous 13F +3,380 shares

    0.01% of the 13F portfolio, value $1,012,077.

    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 18,732 shares
    Change vs previous 13F +795 shares

    0.02% of the 13F portfolio, value $843,292.

    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 17,937 shares
    Change vs previous 13F +1,541 shares

    0.02% of the 13F portfolio, value $820,986.

    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 16,396 shares
    Change vs previous 13F +1,783 shares

    0.02% of the 13F portfolio, value $723,725.

    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 14,613 shares
    Change vs previous 13F -864 shares

    0.02% of the 13F portfolio, value $637,703.

    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 15,477 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $663,782.

    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).