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Independent Advisor Alliance: XLF position timeline

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

Independent Advisor Alliance held 21,690 XLF 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 21,690 shares
    Change vs previous 13F -168,815 shares

    0.03% of the 13F portfolio, value $1,162,789.

    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 190,505 shares
    Change vs previous 13F +171,799 shares

    0.1% of the 13F portfolio, value $9,405,220.

    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 18,706 shares
    Change vs previous 13F +4,294 shares

    0.02% of the 13F portfolio, value $1,024,528.

    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 14,412 shares
    Change vs previous 13F -267 shares

    0.02% of the 13F portfolio, value $776,374.

    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 14,679 shares
    Change vs previous 13F +7,273 shares

    0.02% of the 13F portfolio, value $768,739.

    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 7,406 shares
    Change vs previous 13F -546,895 shares

    0.01% of the 13F portfolio, value $368,893.

    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 554,301 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $26,789,380.

    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).