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Disclosery

Independent Advisor Alliance: SLV position timeline

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

Independent Advisor Alliance held 103,935 SLV 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 103,935 shares
    Change vs previous 13F +3,396 shares

    0.13% of the 13F portfolio, value $5,557,421.

    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 100,539 shares
    Change vs previous 13F -70,849 shares

    0.07% of the 13F portfolio, value $6,850,756.

    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 171,388 shares
    Change vs previous 13F +27,511 shares

    0.27% of the 13F portfolio, value $11,040,813.

    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 143,877 shares
    Change vs previous 13F +42,618 shares

    0.16% of the 13F portfolio, value $6,096,074.

    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 101,259 shares
    Change vs previous 13F +6,897 shares

    0.1% of the 13F portfolio, value $3,322,310.

    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 94,362 shares
    Change vs previous 13F -18,028 shares

    0.1% of the 13F portfolio, value $2,924,288.

    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 112,390 shares
    Change vs previous 13F +2,334 shares

    0.04% of the 13F portfolio, value $2,959,241.

    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 110,056 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,126,693.

    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).