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Independent Advisor Alliance: VTRS position timeline

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

Independent Advisor Alliance held 32,752 VTRS 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 32,752 shares
    Change vs previous 13F +761 shares

    0.01% of the 13F portfolio, value $520,103.

    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 31,991 shares
    Change vs previous 13F +834 shares

    <0.01% of the 13F portfolio, value $432,208.

    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 31,157 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $387,909.

    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 31,083 shares
    Change vs previous 13F -710 shares

    0.01% of the 13F portfolio, value $307,721.

    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 31,793 shares
    Change vs previous 13F -25,672 shares

    0.01% of the 13F portfolio, value $283,915.

    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 57,465 shares
    Change vs previous 13F -4,124 shares

    0.02% of the 13F portfolio, value $500,519.

    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 61,589 shares
    Change vs previous 13F +7,345 shares

    0.01% of the 13F portfolio, value $766,787.

    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 54,244 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $629,768.

    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).