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Independent Advisor Alliance: SEVN position timeline

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

Independent Advisor Alliance held 336,118 SEVN 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 336,118 shares
    Change vs previous 13F -40,716 shares

    0.07% of the 13F portfolio, value $2,833,497.

    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 376,834 shares
    Change vs previous 13F -13,557 shares

    0.03% of the 13F portfolio, value $3,097,580.

    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 390,391 shares
    Change vs previous 13F +87,874 shares

    0.08% of the 13F portfolio, value $3,474,491.

    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 302,517 shares
    Change vs previous 13F +31,096 shares

    0.08% of the 13F portfolio, value $3,118,971.

    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 271,421 shares
    Change vs previous 13F -8,983 shares

    0.09% of the 13F portfolio, value $3,276,064.

    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 280,404 shares
    Change vs previous 13F -11,932 shares

    0.12% of the 13F portfolio, value $3,502,261.

    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 292,336 shares
    Change vs previous 13F -17,621 shares

    0.05% of the 13F portfolio, value $3,823,758.

    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 309,957 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,268,119.

    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).