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Independent Advisor Alliance: TFC position timeline

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

Independent Advisor Alliance held 349,770 TFC 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 349,770 shares
    Change vs previous 13F +624 shares

    0.41% of the 13F portfolio, value $17,425,581.

    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 349,146 shares
    Change vs previous 13F +22,337 shares

    0.17% of the 13F portfolio, value $16,050,219.

    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 326,809 shares
    Change vs previous 13F -2,284 shares

    0.39% of the 13F portfolio, value $16,082,254.

    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 329,093 shares
    Change vs previous 13F +29,191 shares

    0.39% of the 13F portfolio, value $15,046,138.

    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 299,902 shares
    Change vs previous 13F -8,991 shares

    0.37% of the 13F portfolio, value $12,892,823.

    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 308,893 shares
    Change vs previous 13F +4,151 shares

    0.42% of the 13F portfolio, value $12,710,969.

    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 304,742 shares
    Change vs previous 13F +22,135 shares

    0.18% of the 13F portfolio, value $13,219,707.

    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 282,607 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $12,087,102.

    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).