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Independent Advisor Alliance: SSB position timeline

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

Independent Advisor Alliance held 27,208 SSB 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 27,208 shares
    Change vs previous 13F -112 shares

    0.06% of the 13F portfolio, value $2,718,079.

    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 27,320 shares
    Change vs previous 13F -601 shares

    0.03% of the 13F portfolio, value $2,527,646.

    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 27,921 shares
    Change vs previous 13F -370 shares

    0.06% of the 13F portfolio, value $2,627,646.

    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 28,291 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,797,131.

    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).