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Independent Advisor Alliance: SCHB position timeline

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

Independent Advisor Alliance held 61,407 SCHB 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 61,407 shares
    Change vs previous 13F -39,318 shares

    0.04% of the 13F portfolio, value $1,778,339.

    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 100,725 shares
    Change vs previous 13F -89,657 shares

    0.03% of the 13F portfolio, value $2,528,190.

    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 190,382 shares
    Change vs previous 13F +137,914 shares

    0.12% of the 13F portfolio, value $4,993,726.

    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 52,468 shares
    Change vs previous 13F -2,291 shares

    0.04% of the 13F portfolio, value $1,348,940.

    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 54,759 shares
    Change vs previous 13F -7,558 shares

    0.04% of the 13F portfolio, value $1,304,898.

    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 62,317 shares
    Change vs previous 13F -58,001 shares

    0.04% of the 13F portfolio, value $1,341,676.

    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 120,318 shares
    Change vs previous 13F +80,164 shares

    0.04% of the 13F portfolio, value $2,731,233.

    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 40,154 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,671,066.

    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).