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Disclosery

Independent Advisor Alliance: T position timeline

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

Independent Advisor Alliance held 254,123 T 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 254,123 shares
    Change vs previous 13F -1,143 shares

    0.12% of the 13F portfolio, value $5,260,345.

    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 255,266 shares
    Change vs previous 13F -29,921 shares

    0.08% of the 13F portfolio, value $7,400,196.

    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 285,187 shares
    Change vs previous 13F +8,021 shares

    0.17% of the 13F portfolio, value $7,084,048.

    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 277,166 shares
    Change vs previous 13F +5,437 shares

    0.2% of the 13F portfolio, value $7,827,190.

    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 271,729 shares
    Change vs previous 13F -20,414 shares

    0.23% of the 13F portfolio, value $7,863,840.

    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 292,143 shares
    Change vs previous 13F +77,635 shares

    0.27% of the 13F portfolio, value $8,261,816.

    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 214,508 shares
    Change vs previous 13F +32,636 shares

    0.06% of the 13F portfolio, value $4,884,345.

    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 181,872 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,001,178.

    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).