Independent Advisor Alliance
Q2 2025 13F Holdings
Location
Charlotte, NC
Holdings as of
6/30/2025
Value ($000)
$3,468,059
Num holdings
889
Date filed
8/11/2025
Form type
13F-HR
Prev filing
5/12/2025
Next filing
SEC
View on sec.gov
Compare Q2 2025 to
2025 Q1
2024 Q4
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2024 Q2
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2023 Q4
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2023 Q1
2022 Q4
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2022 Q1
2021 Q4
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2019 Q4
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2019 Q1
2018 Q4
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2018 Q2
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2017 Q4
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2017 Q1
2016 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type