Independent Advisor Alliance: SHV position timeline

Independent Advisor Alliance held 2,259 SHV 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 2,259 shares

   Change vs previous 13F -59,543 shares

   0.01% of the 13F portfolio, value $249,312.

   13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 61,802 shares

   Change vs previous 13F +59,753 shares

   0.07% of the 13F portfolio, value $6,822,347.

   13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,049 shares

   Change vs previous 13F +2,049 shares

   0.01% of the 13F portfolio, value $225,728.

   13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -21,256 shares

   13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 21,256 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $2,340,546.

   13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).