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Independent Advisor Alliance: VMBS position timeline

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

Independent Advisor Alliance held 13,366 VMBS 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 13,366 shares
    Change vs previous 13F -15,004 shares

    0.01% of the 13F portfolio, value $625,641.

    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 28,370 shares
    Change vs previous 13F +14,806 shares

    0.01% of the 13F portfolio, value $1,332,012.

    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 13,564 shares
    Change vs previous 13F +1,244 shares

    0.02% of the 13F portfolio, value $638,593.

    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 12,320 shares
    Change vs previous 13F +1,061 shares

    0.02% of the 13F portfolio, value $578,547.

    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 11,259 shares
    Change vs previous 13F -4,967 shares

    0.02% of the 13F portfolio, value $521,742.

    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 16,226 shares
    Change vs previous 13F -18,222 shares

    0.02% of the 13F portfolio, value $751,426.

    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 34,448 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,561,883.

    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).