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Independent Advisor Alliance: SPGI position timeline

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

Independent Advisor Alliance held 9,890 SPGI 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 9,890 shares
    Change vs previous 13F -215 shares

    0.09% of the 13F portfolio, value $4,028,001.

    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 10,105 shares
    Change vs previous 13F -3,240 shares

    0.05% of the 13F portfolio, value $4,298,126.

    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 13,345 shares
    Change vs previous 13F -19 shares

    0.17% of the 13F portfolio, value $6,974,007.

    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 13,364 shares
    Change vs previous 13F +1,530 shares

    0.17% of the 13F portfolio, value $6,504,146.

    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 11,834 shares
    Change vs previous 13F +605 shares

    0.18% of the 13F portfolio, value $6,239,877.

    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 11,229 shares
    Change vs previous 13F -69 shares

    0.19% of the 13F portfolio, value $5,705,540.

    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 11,298 shares
    Change vs previous 13F +1,369 shares

    0.07% of the 13F portfolio, value $5,626,799.

    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 9,929 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,129,270.

    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).