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Disclosery

Independent Advisor Alliance: SHOP position timeline

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

Independent Advisor Alliance held 18,860 SHOP 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 18,860 shares
    Change vs previous 13F +829 shares

    0.05% of the 13F portfolio, value $2,153,400.

    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 18,031 shares
    Change vs previous 13F -3,941 shares

    0.02% of the 13F portfolio, value $2,138,872.

    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 21,972 shares
    Change vs previous 13F +94 shares

    0.09% of the 13F portfolio, value $3,536,897.

    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 21,878 shares
    Change vs previous 13F -1,223 shares

    0.08% of the 13F portfolio, value $3,251,337.

    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 23,101 shares
    Change vs previous 13F -5,109 shares

    0.08% of the 13F portfolio, value $2,664,743.

    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 28,210 shares
    Change vs previous 13F -704 shares

    0.09% of the 13F portfolio, value $2,692,396.

    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 28,914 shares
    Change vs previous 13F -1,430 shares

    0.04% of the 13F portfolio, value $3,074,425.

    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 30,344 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,431,741.

    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).