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Independent Advisor Alliance: SPYV position timeline

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

Independent Advisor Alliance held 84,129 SPYV 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 84,129 shares
    Change vs previous 13F -2,696,058 shares

    0.12% of the 13F portfolio, value $5,114,196.

    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 2,780,187 shares
    Change vs previous 13F +2,726,808 shares

    1.69% of the 13F portfolio, value $157,303,031.

    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 53,379 shares
    Change vs previous 13F +12,170 shares

    0.07% of the 13F portfolio, value $3,032,476.

    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 41,209 shares
    Change vs previous 13F +5,309 shares

    0.06% of the 13F portfolio, value $2,280,083.

    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 35,900 shares
    Change vs previous 13F +8,134 shares

    0.05% of the 13F portfolio, value $1,879,006.

    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 27,766 shares
    Change vs previous 13F -1,526,185 shares

    0.05% of the 13F portfolio, value $1,418,010.

    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 1,553,951 shares
    Change vs previous 13F +1,528,528 shares

    1.05% of the 13F portfolio, value $79,469,085.

    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 25,423 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,343,860.

    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).