Independent Advisor Alliance: SMLF position timeline

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

Independent Advisor Alliance held 0 SMLF shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -5,438 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 5,438 shares
Change vs previous 13F +210 shares
0.01% of the 13F portfolio, value $407,181.
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).
period ended2025-09-30
13F 5,228 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $388,702.
13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 5,228 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $355,243.
13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 5,228 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $324,972.
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).