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Independent Advisor Alliance: SPSM position timeline

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

Independent Advisor Alliance held 35,239 SPSM 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 35,239 shares
    Change vs previous 13F -1,136,720 shares

    0.05% of the 13F portfolio, value $2,032,249.

    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 1,171,959 shares
    Change vs previous 13F +1,139,717 shares

    0.61% of the 13F portfolio, value $56,629,061.

    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 32,242 shares
    Change vs previous 13F +4,448 shares

    0.04% of the 13F portfolio, value $1,510,839.

    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 27,794 shares
    Change vs previous 13F +2,621 shares

    0.03% of the 13F portfolio, value $1,287,432.

    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 25,173 shares
    Change vs previous 13F +4,136 shares

    0.03% of the 13F portfolio, value $1,072,360.

    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 21,037 shares
    Change vs previous 13F -1,396,994 shares

    0.03% of the 13F portfolio, value $857,479.

    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 1,418,031 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $63,697,946.

    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).