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Disclosery

Independent Advisor Alliance: WM position timeline

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

Independent Advisor Alliance held 18,572 WM 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 18,572 shares
    Change vs previous 13F -241 shares

    0.1% of the 13F portfolio, value $4,139,358.

    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 18,813 shares
    Change vs previous 13F -25,005 shares

    0.05% of the 13F portfolio, value $4,323,045.

    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 43,818 shares
    Change vs previous 13F -4,236 shares

    0.23% of the 13F portfolio, value $9,627,228.

    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 48,054 shares
    Change vs previous 13F -3,725 shares

    0.28% of the 13F portfolio, value $10,611,785.

    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 51,779 shares
    Change vs previous 13F -6,374 shares

    0.34% of the 13F portfolio, value $11,848,159.

    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 58,153 shares
    Change vs previous 13F -4,803 shares

    0.44% of the 13F portfolio, value $13,462,917.

    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 62,956 shares
    Change vs previous 13F +1,769 shares

    0.17% of the 13F portfolio, value $12,703,969.

    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 61,187 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $12,702,500.

    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).