Independent Advisor Alliance
Holdings in SEVN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,473,251 | 390,253 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,422 | 138 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $3,276,051 | 271,421 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $3,502,245 | 280,404 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $3,823,754 | 292,336 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $4,268,107 | 309,957 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $3,908,698 | 308,257 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $3,969,760 | 307,257 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $4,048,693 | 312,882 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $4,104,413 | 375,862 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $5,082,352 | 495,356 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $6,537,997 | 651,195 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $6,161,674 | 677,852 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $5,909,997 | 648,026 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $6,263,456 | 586,466 | Shares | Sole | 2022-08-04 |
| 2021-12-31 | $5,863,589 | 564,893 | Shares | Sole | 2022-02-11 |