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Independent Advisor Alliance: VIG position timeline

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

Independent Advisor Alliance held 10,809 VIG 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 10,809 shares
    Change vs previous 13F -377,911 shares

    0.06% of the 13F portfolio, value $2,557,689.

    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 388,720 shares
    Change vs previous 13F +384,253 shares

    0.9% of the 13F portfolio, value $83,597,956.

    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 4,467 shares
    Change vs previous 13F +61 shares

    0.02% of the 13F portfolio, value $981,865.

    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 4,406 shares
    Change vs previous 13F +98 shares

    0.02% of the 13F portfolio, value $950,789.

    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 4,308 shares
    Change vs previous 13F +1,709 shares

    0.03% of the 13F portfolio, value $881,781.

    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 2,599 shares
    Change vs previous 13F -395,002 shares

    0.02% of the 13F portfolio, value $504,239.

    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 397,601 shares
    Change vs previous 13F +395,618 shares

    1.03% of the 13F portfolio, value $77,862,063.

    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 1,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $392,698.

    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).