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Independent Advisor Alliance: XYLD position timeline

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

Independent Advisor Alliance held 22,065 XYLD 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 22,065 shares
    Change vs previous 13F -118,527 shares

    0.02% of the 13F portfolio, value $900,026.

    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 140,592 shares
    Change vs previous 13F +126,522 shares

    0.06% of the 13F portfolio, value $5,501,375.

    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 14,070 shares
    Change vs previous 13F -291 shares

    0.01% of the 13F portfolio, value $571,665.

    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 14,361 shares
    Change vs previous 13F +5,139 shares

    0.01% of the 13F portfolio, value $563,799.

    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 9,222 shares
    Change vs previous 13F +349 shares

    0.01% of the 13F portfolio, value $359,091.

    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 8,873 shares
    Change vs previous 13F -129,625 shares

    0.01% of the 13F portfolio, value $350,403.

    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 138,498 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,803,070.

    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).