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Independent Advisor Alliance: SPEM position timeline

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

Independent Advisor Alliance held 100,402 SPEM 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 100,402 shares
    Change vs previous 13F -486,977 shares

    0.12% of the 13F portfolio, value $5,198,792.

    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 587,379 shares
    Change vs previous 13F +492,627 shares

    0.3% of the 13F portfolio, value $27,553,974.

    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 94,752 shares
    Change vs previous 13F +17,536 shares

    0.11% of the 13F portfolio, value $4,435,347.

    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 77,216 shares
    Change vs previous 13F +3,315 shares

    0.09% of the 13F portfolio, value $3,614,462.

    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 73,901 shares
    Change vs previous 13F +15,136 shares

    0.09% of the 13F portfolio, value $3,158,543.

    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 58,765 shares
    Change vs previous 13F -269,427 shares

    0.08% of the 13F portfolio, value $2,313,578.

    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 328,192 shares
    Change vs previous 13F +323,110 shares

    0.17% of the 13F portfolio, value $12,592,744.

    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 5,082 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,804.

    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).