Position in RS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$447,198
+$105,289 QoQ
Shares Held
1,197
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#428
of 681 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Independent Advisor Alliance holds $4,940,280 across 4 Steel names. RS ranks #3 (9.1% of the industry book) .
All Filings in RS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,198 | 1,197 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $341,909 | 1,125 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $302,735 | 1,048 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $369,010 | 1,314 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $403,988 | 1,287 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $374,508 | 1,297 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $368,616 | 1,369 | Shares | Sole | 2025-02-07 | |
| 2023-06-30 | $226,506 | 834 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $234,660 | 914 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||