Independent Advisor Alliance
CIK
0001696899
City
CHARLOTTE
State / Country
NC
Holdings in SABA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $154,481 | 18,725 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $230,052 | 25,225 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $737,267 | 80,225 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $706,005 | 81,150 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $739,749 | 81,650 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $636,760 | 74,825 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $475,605 | 60,975 | Shares | Sole | 2024-08-12 |