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Independent Advisor Alliance: SPTI position timeline

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

Independent Advisor Alliance held 49,800 SPTI 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 49,800 shares
    Change vs previous 13F -2,287,658 shares

    0.03% of the 13F portfolio, value $1,413,817.

    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 2,337,458 shares
    Change vs previous 13F +2,295,031 shares

    0.72% of the 13F portfolio, value $66,991,581.

    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 42,427 shares
    Change vs previous 13F +6,908 shares

    0.03% of the 13F portfolio, value $1,223,592.

    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 35,519 shares
    Change vs previous 13F +3,033 shares

    0.03% of the 13F portfolio, value $1,026,487.

    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 32,486 shares
    Change vs previous 13F +8,948 shares

    0.03% of the 13F portfolio, value $934,626.

    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 23,538 shares
    Change vs previous 13F -1,423,582 shares

    0.02% of the 13F portfolio, value $672,720.

    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 1,447,120 shares
    Change vs previous 13F +1,420,236 shares

    0.53% of the 13F portfolio, value $40,345,692.

    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 26,884 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $781,250.

    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).