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Independent Advisor Alliance: RY position timeline

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

Independent Advisor Alliance held 10,951 RY 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 10,951 shares
    Change vs previous 13F -218 shares

    0.05% of the 13F portfolio, value $2,266,499.

    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 11,169 shares
    Change vs previous 13F -4,121 shares

    0.02% of the 13F portfolio, value $1,806,927.

    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 15,290 shares
    Change vs previous 13F +1,260 shares

    0.06% of the 13F portfolio, value $2,606,799.

    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 14,030 shares
    Change vs previous 13F -1,335 shares

    0.05% of the 13F portfolio, value $2,066,912.

    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 15,365 shares
    Change vs previous 13F +770 shares

    0.06% of the 13F portfolio, value $2,021,325.

    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 14,595 shares
    Change vs previous 13F -2,787 shares

    0.05% of the 13F portfolio, value $1,645,113.

    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 17,382 shares
    Change vs previous 13F +148 shares

    0.03% of the 13F portfolio, value $2,094,654.

    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 17,234 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,149,543.

    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).