Position in MMM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,318,668
+$425,687 QoQ
Shares Held
20,497
+2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#515
of 2,207 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Derivatives in MMM
reported options exposure · as of Dec 31, 2020CallValue
$5,242
CallShares
36
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Conglomerates
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $5,427,159 across 3 Conglomerates names. MMM ranks #1 (61.1% of the industry book) .
All Filings in MMM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,668 | 20,497 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,892,981 | 19,920 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,056,293 | 25,336 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,012,333 | 25,856 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,188,514 | 20,944 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,018,676 | 27,364 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,379,833 | 26,182 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,203,017 | 23,431 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,664,776 | 16,291 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,106,868 | 19,863 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,088,996 | 19,109 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,254,276 | 24,079 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,464,716 | 24,625 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,504,665 | 23,829 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,896,428 | 24,153 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,866,936 | 71,194 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $9,338,092 | 72,159 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,560,504 | 70,933 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $12,396,800 | 69,790 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,181,862 | 69,444 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $13,788,298 | 69,417 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,156,393 | 73,471 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,242 | 30 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $11,815,454 | 67,598 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,522,707 | 65,693 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,564,473 | 35,672 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,773,545 | 27,643 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||