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Independent Advisor Alliance

Position in ARM — Arm Holdings PLC /Uk

CIK 1696899 CHARLOTTE, NC

Position in ARM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$8,360,051
+$7,957,950 QoQ
Shares Held
23,578
+787.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#217
of 955 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ARM Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Independent Advisor Alliance holds $877,910,056 across 21 Semiconductors names. ARM ranks #10 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ARM

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,360,051 23,578
2026-03-31 $402,101 2,658
2025-12-31 $335,908 3,073
2025-09-30 $438,618 3,100
2025-06-30 $470,177 2,907
2025-03-31 $243,907 2,284
2024-12-31 $284,714 2,308
2024-09-30 $327,492 2,290
2024-06-30 $403,486 2,466
2024-03-31 $214,732 1,718