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Independent Advisor Alliance: UAL position timeline

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

Independent Advisor Alliance held 5,439 UAL 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 5,439 shares
    Change vs previous 13F +210 shares

    0.02% of the 13F portfolio, value $739,651.

    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 5,229 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $481,435.

    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 4,933 shares
    Change vs previous 13F -9,501 shares

    0.01% of the 13F portfolio, value $551,608.

    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 14,434 shares
    Change vs previous 13F -15,427 shares

    0.04% of the 13F portfolio, value $1,392,911.

    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 29,861 shares
    Change vs previous 13F -18,459 shares

    0.07% of the 13F portfolio, value $2,377,835.

    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 48,320 shares
    Change vs previous 13F +20,171 shares

    0.11% of the 13F portfolio, value $3,336,503.

    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 28,149 shares
    Change vs previous 13F +10,268 shares

    0.04% of the 13F portfolio, value $2,733,275.

    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 17,881 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,020,294.

    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).