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Disclosery

Independent Advisor Alliance: VRT position timeline

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

Independent Advisor Alliance held 9,663 VRT 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 9,663 shares
    Change vs previous 13F +444 shares

    0.08% of the 13F portfolio, value $3,235,256.

    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 9,219 shares
    Change vs previous 13F -53,997 shares

    0.02% of the 13F portfolio, value $2,310,008.

    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 63,216 shares
    Change vs previous 13F -4,086 shares

    0.25% of the 13F portfolio, value $10,241,575.

    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 67,302 shares
    Change vs previous 13F -4,289 shares

    0.26% of the 13F portfolio, value $10,153,267.

    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 71,591 shares
    Change vs previous 13F -2,050 shares

    0.27% of the 13F portfolio, value $9,193,013.

    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 73,641 shares
    Change vs previous 13F +2,030 shares

    0.18% of the 13F portfolio, value $5,316,887.

    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 71,611 shares
    Change vs previous 13F +3,868 shares

    0.11% of the 13F portfolio, value $8,135,729.

    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 67,743 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,739,759.

    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).