Position in APP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,909,442
+$458,732 QoQ
Shares Held
3,706
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#639
of 1,447 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Independent Advisor Alliance holds $2,126,042 across 3 Advertising Agencies names. APP ranks #1 (89.8% of the industry book) .
All Filings in APP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,909,442 | 3,706 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,450,710 | 3,645 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,784,897 | 4,133 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,596,084 | 3,613 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,094,699 | 3,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $518,280 | 1,956 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $518,127 | 1,600 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||