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Independent Advisor Alliance: SCHR position timeline

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

Independent Advisor Alliance held 29,298 SCHR 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 29,298 shares
    Change vs previous 13F +2,811 shares

    0.02% of the 13F portfolio, value $722,489.

    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 26,487 shares
    Change vs previous 13F +1,130 shares

    0.01% of the 13F portfolio, value $659,778.

    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 25,357 shares
    Change vs previous 13F -2,735 shares

    0.02% of the 13F portfolio, value $635,954.

    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 28,092 shares
    Change vs previous 13F -1,150 shares

    0.02% of the 13F portfolio, value $705,952.

    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 29,242 shares
    Change vs previous 13F -5,583 shares

    0.02% of the 13F portfolio, value $731,927.

    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 34,825 shares
    Change vs previous 13F -8,131 shares

    0.03% of the 13F portfolio, value $865,750.

    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 42,956 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,043,402.

    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).