Skip to content
Disclosery

Independent Advisor Alliance: SPOT position timeline

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

Independent Advisor Alliance held 4,662 SPOT 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 4,662 shares
    Change vs previous 13F -282 shares

    0.05% of the 13F portfolio, value $2,140,466.

    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 4,944 shares
    Change vs previous 13F -5,685 shares

    0.03% of the 13F portfolio, value $2,397,398.

    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 10,629 shares
    Change vs previous 13F -1,245 shares

    0.15% of the 13F portfolio, value $6,172,370.

    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 11,874 shares
    Change vs previous 13F -168 shares

    0.22% of the 13F portfolio, value $8,288,052.

    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 12,042 shares
    Change vs previous 13F +1,427 shares

    0.27% of the 13F portfolio, value $9,240,300.

    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 10,615 shares
    Change vs previous 13F +728 shares

    0.19% of the 13F portfolio, value $5,838,561.

    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 9,887 shares
    Change vs previous 13F +5,700 shares

    0.06% of the 13F portfolio, value $4,423,254.

    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 4,187 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,543,036.

    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).