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Independent Advisor Alliance: WEC position timeline

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

Independent Advisor Alliance held 26,077 WEC 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 26,077 shares
    Change vs previous 13F +797 shares

    0.07% of the 13F portfolio, value $3,045,025.

    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 25,280 shares
    Change vs previous 13F +206 shares

    0.03% of the 13F portfolio, value $2,926,754.

    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 25,074 shares
    Change vs previous 13F -48 shares

    0.06% of the 13F portfolio, value $2,644,360.

    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 25,122 shares
    Change vs previous 13F +2,138 shares

    0.07% of the 13F portfolio, value $2,878,773.

    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 22,984 shares
    Change vs previous 13F +658 shares

    0.07% of the 13F portfolio, value $2,394,962.

    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 22,326 shares
    Change vs previous 13F +602 shares

    0.08% of the 13F portfolio, value $2,433,096.

    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 21,724 shares
    Change vs previous 13F +387 shares

    0.03% of the 13F portfolio, value $2,042,953.

    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 21,337 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,052,251.

    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).