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Independent Advisor Alliance: UBS position timeline

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

Independent Advisor Alliance held 75,104 UBS 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 75,104 shares
    Change vs previous 13F -9,572 shares

    0.09% of the 13F portfolio, value $3,722,152.

    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 84,676 shares
    Change vs previous 13F -1,556 shares

    0.04% of the 13F portfolio, value $3,308,292.

    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 86,232 shares
    Change vs previous 13F -1,045 shares

    0.1% of the 13F portfolio, value $3,993,409.

    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 87,277 shares
    Change vs previous 13F +556 shares

    0.09% of the 13F portfolio, value $3,578,361.

    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 86,721 shares
    Change vs previous 13F +836 shares

    0.08% of the 13F portfolio, value $2,932,913.

    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 85,885 shares
    Change vs previous 13F -90 shares

    0.09% of the 13F portfolio, value $2,630,662.

    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 85,975 shares
    Change vs previous 13F +339 shares

    0.03% of the 13F portfolio, value $2,606,770.

    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 85,636 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,647,015.

    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).