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Independent Advisor Alliance: VWO position timeline

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

Independent Advisor Alliance held 36,770 VWO 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 36,770 shares
    Change vs previous 13F -204,489 shares

    0.05% of the 13F portfolio, value $2,194,778.

    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 241,259 shares
    Change vs previous 13F +206,494 shares

    0.14% of the 13F portfolio, value $13,040,083.

    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 34,765 shares
    Change vs previous 13F +4,191 shares

    0.05% of the 13F portfolio, value $1,868,988.

    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 30,574 shares
    Change vs previous 13F +370 shares

    0.04% of the 13F portfolio, value $1,656,479.

    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 30,204 shares
    Change vs previous 13F +8,262 shares

    0.04% of the 13F portfolio, value $1,493,873.

    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 21,942 shares
    Change vs previous 13F -263,621 shares

    0.03% of the 13F portfolio, value $993,108.

    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 285,563 shares
    Change vs previous 13F +272,656 shares

    0.17% of the 13F portfolio, value $12,576,184.

    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 12,907 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $617,621.

    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).