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Independent Advisor Alliance: WCMI position timeline

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

Independent Advisor Alliance held 15,872 WCMI 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 15,872 shares
    Change vs previous 13F -889,754 shares

    0.01% of the 13F portfolio, value $310,615.

    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 905,626 shares
    Change vs previous 13F +892,982 shares

    0.16% of the 13F portfolio, value $15,187,366.

    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 12,644 shares
    Change vs previous 13F +987 shares

    0.01% of the 13F portfolio, value $215,074.

    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 11,657 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $196,654.

    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).