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Disclosery

Independent Advisor Alliance: V position timeline

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

Independent Advisor Alliance held 75,033 V 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 75,033 shares
    Change vs previous 13F -2,427 shares

    0.6% of the 13F portfolio, value $25,743,269.

    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 77,460 shares
    Change vs previous 13F -10,076 shares

    0.25% of the 13F portfolio, value $23,411,429.

    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 87,536 shares
    Change vs previous 13F +4,465 shares

    0.75% of the 13F portfolio, value $30,699,704.

    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 83,071 shares
    Change vs previous 13F +1,557 shares

    0.74% of the 13F portfolio, value $28,358,796.

    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 81,514 shares
    Change vs previous 13F +110 shares

    0.83% of the 13F portfolio, value $28,941,555.

    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 81,404 shares
    Change vs previous 13F +3,351 shares

    0.94% of the 13F portfolio, value $28,528,951.

    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 78,053 shares
    Change vs previous 13F +6,683 shares

    0.33% of the 13F portfolio, value $24,667,805.

    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 71,370 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $19,623,368.

    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).