Independent Advisor Alliance

Position in GRBK — Green Brick Partners, Inc.

CIK 1696899 CHARLOTTE, NC

Position in GRBK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$691,945

+$70,133 QoQ

Shares Held

8,645

-10.4% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#148

of 323 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Independent Advisor Alliance holds $4,790,095 across 5 Residential Construction names. GRBK ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	9,746	$1,587,428
2	PHM	Pultegroup Inc/Mi/	7,260	$996,144
3	NVR	Nvr Inc	141	$960,689
4	GRBK	Green Brick Partners, Inc. This page	8,645	$691,945
5	TOL	Toll Brothers, Inc.	3,362	$553,889

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,945	8,645	-10.4%	Shares	Sole	2026-08-12
2026-03-31	$621,812	9,648	-14.2%	Shares	Sole	2026-05-12
2025-12-31	$704,611	11,245	-7.4%	Shares	Sole	2026-02-04
2025-09-30	$896,660	12,140	+33.7%	Shares	Sole	2025-11-04
2025-06-30	$570,887	9,079	+29.7%	Shares	Sole	2025-08-11
2023-06-30	$397,600	7,000	-9.2%	Shares	Sole	2023-07-28
2023-03-31	$270,312	7,710	-29.0%	Shares	Sole	2023-05-12
2022-09-30	$232,058	10,854	-78.9%	Shares	Sole	2022-11-04
2022-06-30	$1,005,076	51,358	-7.1%	Shares	Sole	2022-08-04
2022-03-31	$1,092,807	55,304	+3.4%	Shares	Sole	2022-05-06
2021-12-31	$1,622,776	53,504	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$1,091,746	53,204	+8.9%	Shares	Sole	2021-11-01
2021-06-30	$1,110,758	48,846	+151.1%	Shares	Sole	2021-08-12
2021-03-31	$441,216	19,454	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.