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Independent Advisor Alliance: SRE position timeline

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

Independent Advisor Alliance held 9,099 SRE 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 9,099 shares
    Change vs previous 13F -280 shares

    0.02% of the 13F portfolio, value $843,570.

    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 9,379 shares
    Change vs previous 13F +426 shares

    0.01% of the 13F portfolio, value $911,309.

    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 8,953 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $790,483.

    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 8,682 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $781,215.

    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 8,732 shares
    Change vs previous 13F -14,577 shares

    0.02% of the 13F portfolio, value $661,606.

    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 23,309 shares
    Change vs previous 13F +2,160 shares

    0.05% of the 13F portfolio, value $1,663,348.

    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 21,149 shares
    Change vs previous 13F +14,708 shares

    0.02% of the 13F portfolio, value $1,855,188.

    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 6,441 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $538,672.

    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).