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Independent Advisor Alliance: SON position timeline

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

Independent Advisor Alliance held 7,649 SON 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 7,649 shares
    Change vs previous 13F +1,590 shares

    0.01% of the 13F portfolio, value $431,044.

    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 6,059 shares
    Change vs previous 13F -540 shares

    <0.01% of the 13F portfolio, value $327,744.

    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 6,599 shares
    Change vs previous 13F +186 shares

    0.01% of the 13F portfolio, value $287,971.

    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 6,413 shares
    Change vs previous 13F -386 shares

    0.01% of the 13F portfolio, value $276,322.

    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 6,799 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $296,146.

    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 6,784 shares
    Change vs previous 13F +196 shares

    0.01% of the 13F portfolio, value $320,462.

    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 6,588 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $321,840.

    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 6,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $364,915.

    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).