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Independent Advisor Alliance: STAG position timeline

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

Independent Advisor Alliance held 5,597 STAG 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 5,597 shares
    Change vs previous 13F -1,092 shares

    <0.01% of the 13F portfolio, value $213,036.

    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 6,689 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $241,218.

    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 6,834 shares
    Change vs previous 13F -274 shares

    0.01% of the 13F portfolio, value $251,221.

    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 7,108 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $250,857.

    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 7,254 shares
    Change vs previous 13F +431 shares

    0.01% of the 13F portfolio, value $263,186.

    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 6,823 shares
    Change vs previous 13F +111 shares

    0.01% of the 13F portfolio, value $246,443.

    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 6,712 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $226,990.

    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 6,932 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,977.

    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).