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Independent Advisor Alliance: SPG position timeline

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

Independent Advisor Alliance held 68,672 SPG 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 68,672 shares
    Change vs previous 13F -482 shares

    0.36% of the 13F portfolio, value $15,358,478.

    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 69,154 shares
    Change vs previous 13F -6,488 shares

    0.14% of the 13F portfolio, value $12,899,216.

    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 75,642 shares
    Change vs previous 13F +3,326 shares

    0.34% of the 13F portfolio, value $14,002,158.

    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 72,316 shares
    Change vs previous 13F -525 shares

    0.35% of the 13F portfolio, value $13,571,603.

    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 72,841 shares
    Change vs previous 13F -2,948 shares

    0.34% of the 13F portfolio, value $11,709,888.

    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 75,789 shares
    Change vs previous 13F +6,335 shares

    0.42% of the 13F portfolio, value $12,587,103.

    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 69,454 shares
    Change vs previous 13F +2,661 shares

    0.16% of the 13F portfolio, value $11,960,674.

    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 66,793 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,289,296.

    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).