Hldgs shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Hldgs
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Quarterly reported holdings in Hldgs by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 96.50 |
| 2025-06-30 | $2.4M | 30k | 79.63 |
| 2025-03-31 | $3.3M | 48k | 69.05 |
| 2024-12-31 | $2.7M | 28k | 97.10 |
| 2024-09-30 | $1.0M | 18k | 57.06 |
| 2024-06-30 | $937k | 19k | 48.66 |
| 2024-03-31 | $1.5M | 31k | 47.88 |
| 2023-09-30 | $261k | 6.2k | 42.30 |
| 2023-06-30 | $263k | 4.8k | 54.87 |
| 2023-03-31 | $206k | 4.6k | 44.25 |
| 2022-03-31 | $268k | 5.8k | 46.38 |
| 2021-12-31 | $218k | 5.0k | 43.75 |
| 2021-09-30 | $340k | 7.2k | 47.51 |
| 2021-06-30 | $2.9M | 55k | 52.32 |
| 2021-03-31 | $381k | 6.6k | 57.56 |
| 2020-12-31 | $202k | 4.7k | 43.27 |
| 2020-09-30 | $873k | 25k | 34.85 |
| 2020-06-30 | $591k | 17k | 34.63 |
| 2017-12-31 | $247k | 3.6k | 68.44 |
| 2017-09-30 | $332k | 5.1k | 64.70 |
| 2017-06-30 | $376k | 4.8k | 78.33 |
| 2017-03-31 | $298k | 4.3k | 70.02 |
| 2016-12-31 | $248k | 3.3k | 75.22 |
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