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Independent Advisor Alliance: SPMB position timeline

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

Independent Advisor Alliance held 55,587 SPMB 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 55,587 shares
    Change vs previous 13F -1,495,866 shares

    0.03% of the 13F portfolio, value $1,240,139.

    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 1,551,453 shares
    Change vs previous 13F +1,503,617 shares

    0.37% of the 13F portfolio, value $34,737,052.

    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 47,836 shares
    Change vs previous 13F +1,324 shares

    0.03% of the 13F portfolio, value $1,072,240.

    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 46,512 shares
    Change vs previous 13F +4,123 shares

    0.03% of the 13F portfolio, value $1,043,722.

    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 42,389 shares
    Change vs previous 13F +10,976 shares

    0.03% of the 13F portfolio, value $936,797.

    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 31,413 shares
    Change vs previous 13F -1,109,029 shares

    0.02% of the 13F portfolio, value $692,657.

    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 1,140,442 shares
    Change vs previous 13F +1,111,406 shares

    0.33% of the 13F portfolio, value $24,576,540.

    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 29,036 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $654,181.

    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).