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Independent Advisor Alliance: SCHF position timeline

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

Independent Advisor Alliance held 29,559 SCHF 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 29,559 shares
    Change vs previous 13F -152,676 shares

    0.02% of the 13F portfolio, value $818,790.

    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 182,235 shares
    Change vs previous 13F +113,346 shares

    0.05% of the 13F portfolio, value $4,510,334.

    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 68,889 shares
    Change vs previous 13F +42,631 shares

    0.04% of the 13F portfolio, value $1,656,089.

    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 26,258 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $611,280.

    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 26,299 shares
    Change vs previous 13F -7,381 shares

    0.02% of the 13F portfolio, value $581,202.

    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 33,680 shares
    Change vs previous 13F -48,114 shares

    0.02% of the 13F portfolio, value $666,200.

    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 81,794 shares
    Change vs previous 13F +60,948 shares

    0.02% of the 13F portfolio, value $1,513,190.

    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 20,846 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $857,206.

    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).