Skip to content
Disclosery

Independent Advisor Alliance: VTV position timeline

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

Independent Advisor Alliance held 27,803 VTV 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 27,803 shares
    Change vs previous 13F -85,834 shares

    0.14% of the 13F portfolio, value $6,059,206.

    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 113,637 shares
    Change vs previous 13F +85,090 shares

    0.24% of the 13F portfolio, value $22,295,475.

    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 28,547 shares
    Change vs previous 13F +5,685 shares

    0.13% of the 13F portfolio, value $5,452,100.

    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 22,862 shares
    Change vs previous 13F +386 shares

    0.11% of the 13F portfolio, value $4,263,534.

    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 22,476 shares
    Change vs previous 13F -392 shares

    0.11% of the 13F portfolio, value $3,972,408.

    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 22,868 shares
    Change vs previous 13F -97,445 shares

    0.13% of the 13F portfolio, value $3,950,218.

    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 120,313 shares
    Change vs previous 13F +101,991 shares

    0.27% of the 13F portfolio, value $20,369,062.

    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 18,322 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,198,472.

    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).