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Independent Advisor Alliance: SYF position timeline

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

Independent Advisor Alliance held 11,473 SYF 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 11,473 shares
    Change vs previous 13F +529 shares

    0.02% of the 13F portfolio, value $872,540.

    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 10,944 shares
    Change vs previous 13F -7,049 shares

    0.01% of the 13F portfolio, value $744,384.

    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 17,993 shares
    Change vs previous 13F +1,437 shares

    0.04% of the 13F portfolio, value $1,501,122.

    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 16,556 shares
    Change vs previous 13F +2,230 shares

    0.03% of the 13F portfolio, value $1,176,332.

    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 14,326 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $956,114.

    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 14,414 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $763,121.

    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 14,410 shares
    Change vs previous 13F +1,633 shares

    0.01% of the 13F portfolio, value $936,681.

    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 12,777 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $637,296.

    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).