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Independent Advisor Alliance: SLYG position timeline

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

Independent Advisor Alliance held 6,370 SLYG 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 6,370 shares
    Change vs previous 13F -96,200 shares

    0.02% of the 13F portfolio, value $758,847.

    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 102,570 shares
    Change vs previous 13F +96,316 shares

    0.11% of the 13F portfolio, value $9,910,382.

    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 6,254 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $589,094.

    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 6,245 shares
    Change vs previous 13F +206 shares

    0.02% of the 13F portfolio, value $588,919.

    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 6,039 shares
    Change vs previous 13F +1,399 shares

    0.02% of the 13F portfolio, value $535,973.

    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 4,640 shares
    Change vs previous 13F -20,792 shares

    0.01% of the 13F portfolio, value $385,103.

    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 25,432 shares
    Change vs previous 13F +21,906 shares

    0.03% of the 13F portfolio, value $2,297,827.

    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 3,526 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $328,306.

    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).