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Independent Advisor Alliance: SPTL position timeline

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

Independent Advisor Alliance held 60,936 SPTL 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 60,936 shares
    Change vs previous 13F -127,994 shares

    0.04% of the 13F portfolio, value $1,598,351.

    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 188,930 shares
    Change vs previous 13F +154,747 shares

    0.05% of the 13F portfolio, value $4,968,909.

    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 34,183 shares
    Change vs previous 13F +12,525 shares

    0.02% of the 13F portfolio, value $904,822.

    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 21,658 shares
    Change vs previous 13F +496 shares

    0.02% of the 13F portfolio, value $583,694.

    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 21,162 shares
    Change vs previous 13F +8,568 shares

    0.02% of the 13F portfolio, value $562,486.

    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 12,594 shares
    Change vs previous 13F -1,153,680 shares

    0.01% of the 13F portfolio, value $343,312.

    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 1,166,274 shares
    Change vs previous 13F +1,158,233 shares

    0.4% of the 13F portfolio, value $30,544,731.

    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 8,041 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,752.

    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).