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Independent Advisor Alliance: XMHQ position timeline

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

Independent Advisor Alliance held 18,830 XMHQ 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 18,830 shares
    Change vs previous 13F -170,478 shares

    0.05% of the 13F portfolio, value $2,125,564.

    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 189,308 shares
    Change vs previous 13F +168,382 shares

    0.21% of the 13F portfolio, value $19,568,776.

    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 20,926 shares
    Change vs previous 13F -541 shares

    0.05% of the 13F portfolio, value $2,143,272.

    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 21,467 shares
    Change vs previous 13F -261 shares

    0.06% of the 13F portfolio, value $2,253,176.

    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 21,728 shares
    Change vs previous 13F +3,977 shares

    0.06% of the 13F portfolio, value $2,134,559.

    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 17,751 shares
    Change vs previous 13F -217,582 shares

    0.05% of the 13F portfolio, value $1,624,771.

    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 235,333 shares
    Change vs previous 13F +222,325 shares

    0.31% of the 13F portfolio, value $23,173,203.

    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 13,008 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,334,396.

    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).