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Independent Advisor Alliance: SPYM position timeline

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

Independent Advisor Alliance held 339,955 SPYM 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 339,955 shares
    Change vs previous 13F -4,139,143 shares

    0.7% of the 13F portfolio, value $29,875,210.

    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 4,479,098 shares
    Change vs previous 13F +4,198,866 shares

    3.68% of the 13F portfolio, value $342,830,240.

    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 280,232 shares
    Change vs previous 13F +83,862 shares

    0.55% of the 13F portfolio, value $22,480,205.

    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 196,370 shares
    Change vs previous 13F +11,776 shares

    0.4% of the 13F portfolio, value $15,383,590.

    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 184,594 shares
    Change vs previous 13F +65,226 shares

    0.39% of the 13F portfolio, value $13,418,159.

    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 119,368 shares
    Change vs previous 13F -2,947,578 shares

    0.26% of the 13F portfolio, value $7,849,639.

    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 3,066,946 shares
    Change vs previous 13F +2,922,219 shares

    2.8% of the 13F portfolio, value $211,435,329.

    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 144,727 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,770,520.

    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).