Position in LB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,297,173
+$458,857 QoQ
Shares Held
18,786
+9.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Independent Advisor Alliance holds $8,697,717 across 5 Oil & Gas Equipment & Services names. LB ranks #3 (14.9% of the industry book) .
All Filings in LB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,297,173 | 18,786 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $838,316 | 17,112 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $888,597 | 16,656 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $741,149 | 10,967 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $460,344 | 6,399 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $329,007 | 5,093 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||