Independent Advisor Alliance: TREX position timeline

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

Independent Advisor Alliance held 0 TREX shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -4,036 shares
13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 4,036 shares
Change vs previous 13F -481 shares
0.01% of the 13F portfolio, value $219,465.
13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,517 shares
Change vs previous 13F -575 shares
0.01% of the 13F portfolio, value $262,431.
13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,092 shares
Change vs previous 13F -1,768 shares
<0.01% of the 13F portfolio, value $351,486.
13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,860 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $456,740.
13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).