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Independent Advisor Alliance: SPDW position timeline

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

Independent Advisor Alliance held 190,401 SPDW 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 190,401 shares
    Change vs previous 13F -2,045,672 shares

    0.22% of the 13F portfolio, value $9,594,305.

    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 2,236,073 shares
    Change vs previous 13F +2,048,123 shares

    1.1% of the 13F portfolio, value $102,076,814.

    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 187,950 shares
    Change vs previous 13F +36,381 shares

    0.2% of the 13F portfolio, value $8,346,878.

    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 151,569 shares
    Change vs previous 13F +6,764 shares

    0.17% of the 13F portfolio, value $6,485,618.

    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 144,805 shares
    Change vs previous 13F +32,105 shares

    0.17% of the 13F portfolio, value $5,863,136.

    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 112,700 shares
    Change vs previous 13F -1,332,764 shares

    0.14% of the 13F portfolio, value $4,103,397.

    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 1,445,464 shares
    Change vs previous 13F +1,429,688 shares

    0.65% of the 13F portfolio, value $49,333,678.

    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 15,776 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $592,547.

    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).