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Independent Advisor Alliance: TLT position timeline

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

Independent Advisor Alliance held 92,633 TLT 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 92,633 shares
    Change vs previous 13F -98,516 shares

    0.19% of the 13F portfolio, value $8,005,344.

    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 191,149 shares
    Change vs previous 13F +121,555 shares

    0.18% of the 13F portfolio, value $16,570,689.

    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 69,594 shares
    Change vs previous 13F -847 shares

    0.15% of the 13F portfolio, value $6,065,813.

    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 70,441 shares
    Change vs previous 13F +36,029 shares

    0.16% of the 13F portfolio, value $6,295,312.

    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 34,412 shares
    Change vs previous 13F +1,839 shares

    0.09% of the 13F portfolio, value $3,036,859.

    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 32,573 shares
    Change vs previous 13F -111,661 shares

    0.1% of the 13F portfolio, value $2,965,120.

    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 144,234 shares
    Change vs previous 13F +113,008 shares

    0.17% of the 13F portfolio, value $12,595,978.

    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 31,226 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,063,271.

    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).