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Independent Advisor Alliance: VST position timeline

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

Independent Advisor Alliance held 20,185 VST 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 20,185 shares
    Change vs previous 13F +220 shares

    0.07% of the 13F portfolio, value $3,202,024.

    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 19,965 shares
    Change vs previous 13F +545 shares

    0.03% of the 13F portfolio, value $3,001,385.

    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 19,420 shares
    Change vs previous 13F +22 shares

    0.08% of the 13F portfolio, value $3,133,047.

    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 19,398 shares
    Change vs previous 13F -51,135 shares

    0.1% of the 13F portfolio, value $3,800,536.

    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 70,533 shares
    Change vs previous 13F +4,219 shares

    0.39% of the 13F portfolio, value $13,670,092.

    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 66,314 shares
    Change vs previous 13F +7,844 shares

    0.26% of the 13F portfolio, value $7,787,969.

    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 58,470 shares
    Change vs previous 13F +7,261 shares

    0.11% of the 13F portfolio, value $8,061,307.

    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 51,209 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,070,288.

    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).