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Independent Advisor Alliance: SOUN position timeline

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

Independent Advisor Alliance held 26,124 SOUN 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 26,124 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $169,025.

    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 25,948 shares
    Change vs previous 13F -4,458 shares

    <0.01% of the 13F portfolio, value $178,267.

    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 30,406 shares
    Change vs previous 13F -11,125 shares

    0.01% of the 13F portfolio, value $303,151.

    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 41,531 shares
    Change vs previous 13F +12,077 shares

    0.02% of the 13F portfolio, value $667,819.

    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 29,454 shares
    Change vs previous 13F +8,373 shares

    0.01% of the 13F portfolio, value $316,048.

    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 21,081 shares
    Change vs previous 13F -7,874 shares

    0.01% of the 13F portfolio, value $171,178.

    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 28,955 shares
    Change vs previous 13F -7,708 shares

    0.01% of the 13F portfolio, value $574,468.

    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 36,663 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $170,851.

    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).