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Independent Advisor Alliance: WBD position timeline

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

Independent Advisor Alliance held 32,414 WBD 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 32,414 shares
    Change vs previous 13F +4,968 shares

    0.02% of the 13F portfolio, value $864,160.

    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 27,446 shares
    Change vs previous 13F +1,092 shares

    0.01% of the 13F portfolio, value $753,662.

    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 26,354 shares
    Change vs previous 13F +5,035 shares

    0.02% of the 13F portfolio, value $759,524.

    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 21,319 shares
    Change vs previous 13F +3,770 shares

    0.01% of the 13F portfolio, value $416,360.

    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 17,549 shares
    Change vs previous 13F -1,604 shares

    0.01% of the 13F portfolio, value $201,112.

    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 19,153 shares
    Change vs previous 13F +851 shares

    0.01% of the 13F portfolio, value $205,513.

    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 18,302 shares
    Change vs previous 13F +2,424 shares

    <0.01% of the 13F portfolio, value $193,460.

    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 15,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $131,010.

    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).