Independent Advisor Alliance
Holdings in DMLP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,850,290 | 82,750 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $2,032,365 | 78,500 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $2,067,212 | 74,200 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $2,116,128 | 70,350 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $2,416,091 | 72,490 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,211,201 | 73,340 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $2,231,689 | 72,340 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $2,355,004 | 69,840 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $2,135,793 | 67,100 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $1,998,640 | 68,800 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $2,062,446 | 68,840 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $2,085,163 | 68,840 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $2,065,170 | 69,000 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,723,620 | 69,000 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $1,586,025 | 66,500 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,759,410 | 67,800 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $1,490,187 | 75,300 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $1,563,025 | 81,535 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $1,373,864 | 81,535 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $1,147,918 | 84,035 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $916,821 | 84,035 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $904,236 | 87,535 | Shares | Sole | 2020-11-04 |
| 2020-06-30 | $1,089,942 | 85,285 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $692,989 | 74,435 | Shares | Sole | 2020-05-14 |