Position in DXF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,125
New position
Shares Held
14,787
first reported quarter
Ownership
0.457%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $57,726,520 across 10 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
13,778 | $1,123,595 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
23,912 | $1,032,519 |
All Filings in DXF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,125 | 14,787 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||