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Independent Advisor Alliance: SPTS position timeline

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

Independent Advisor Alliance held 18,792 SPTS 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 18,792 shares
    Change vs previous 13F -77,132 shares

    0.01% of the 13F portfolio, value $545,147.

    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 95,924 shares
    Change vs previous 13F +47,306 shares

    0.03% of the 13F portfolio, value $2,799,065.

    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 48,618 shares
    Change vs previous 13F +30,662 shares

    0.03% of the 13F portfolio, value $1,423,524.

    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 17,956 shares
    Change vs previous 13F +863 shares

    0.01% of the 13F portfolio, value $526,476.

    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 17,093 shares
    Change vs previous 13F +4,920 shares

    0.01% of the 13F portfolio, value $500,654.

    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 12,173 shares
    Change vs previous 13F -56,854 shares

    0.01% of the 13F portfolio, value $355,939.

    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 69,027 shares
    Change vs previous 13F +58,796 shares

    0.03% of the 13F portfolio, value $2,002,467.

    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 10,231 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $300,894.

    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).