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Independent Advisor Alliance: VYM position timeline

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

Independent Advisor Alliance held 34,714 VYM 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 34,714 shares
    Change vs previous 13F -99,043 shares

    0.13% of the 13F portfolio, value $5,485,803.

    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 133,757 shares
    Change vs previous 13F +108,467 shares

    0.21% of the 13F portfolio, value $19,809,571.

    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 25,290 shares
    Change vs previous 13F -3,630 shares

    0.09% of the 13F portfolio, value $3,629,647.

    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 28,920 shares
    Change vs previous 13F +3,507 shares

    0.11% of the 13F portfolio, value $4,076,255.

    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 25,413 shares
    Change vs previous 13F +23,417 shares

    0.1% of the 13F portfolio, value $3,387,817.

    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 1,996 shares
    Change vs previous 13F -104,862 shares

    0.01% of the 13F portfolio, value $257,361.

    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 106,858 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,634,064.

    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).