Independent Advisor Alliance

Position in AFRM — Affirm Holdings, Inc.

CIK 1696899 CHARLOTTE, NC

Position in AFRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,123,595

+$481,153 QoQ

Shares Held

13,778

-1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#308

of 654 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $57,726,520 across 10 Credit Services names. AFRM ranks #7 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	75,033	$25,743,071
2	MA	Mastercard Inc	26,479	$13,599,614
3	AXP	American Express Co	28,435	$9,618,138
4	COF	Capital One Financial Corp	13,284	$2,665,035
5	OMF	OneMain Holdings, Inc.	22,131	$1,349,327
6	EZPW	Ezcorp Inc	32,658	$1,128,986
7	AFRM	Affirm Holdings, Inc. This page	13,778	$1,123,595
8	PYPL	PayPal Holdings, Inc.	23,912	$1,032,519

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,123,595	13,778	-1.7%	Shares	Sole	2026-08-12
2026-03-31	$642,442	14,021	-6.8%	Shares	Sole	2026-05-12
2025-12-31	$1,119,426	15,040	-15.3%	Shares	Sole	2026-02-04
2025-09-30	$1,297,315	17,752	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$1,233,388	17,839	-4.5%	Shares	Sole	2025-08-11
2025-03-31	$844,193	18,681	+3.6%	Shares	Sole	2025-05-12
2024-12-31	$1,097,661	18,024	+9.6%	Shares	Sole	2025-02-07
2024-09-30	$671,447	16,449	+10.8%	Shares	Sole	2024-11-13
2024-06-30	$448,315	14,840	-3.7%	Shares	Sole	2024-08-12
2024-03-31	$574,362	15,415	-0.3%	Shares	Sole	2024-05-08
2023-12-31	$759,507	15,456	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.