Independent Advisor Alliance
Holdings in BSM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $997,906 | 75,087 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $986,078 | 75,044 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $980,973 | 74,998 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,122,146 | 73,487 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $1,072,764 | 73,477 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $1,103,462 | 73,077 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,145,116 | 73,077 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,167,770 | 73,077 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $1,188,014 | 74,437 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $1,282,549 | 74,437 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $1,187,270 | 74,437 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $1,167,916 | 74,437 | Shares | Sole | 2023-05-12 |