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Independent Advisor Alliance: SPY position timeline

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

Independent Advisor Alliance held 13,562 SPY 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 13,562 shares
    Change vs previous 13F -231,415 shares

    0.24% of the 13F portfolio, value $10,127,580.

    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 244,977 shares
    Change vs previous 13F +230,166 shares

    1.71% of the 13F portfolio, value $159,317,814.

    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 14,811 shares
    Change vs previous 13F +2,871 shares

    0.25% of the 13F portfolio, value $10,099,591.

    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 11,940 shares
    Change vs previous 13F +2,801 shares

    0.21% of the 13F portfolio, value $7,953,912.

    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 9,139 shares
    Change vs previous 13F +1,922 shares

    0.16% of the 13F portfolio, value $5,646,481.

    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 7,217 shares
    Change vs previous 13F -201,472 shares

    0.13% of the 13F portfolio, value $4,037,389.

    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 208,689 shares
    Change vs previous 13F +205,246 shares

    1.62% of the 13F portfolio, value $122,308,741.

    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 3,443 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,975,349.

    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).