SEC 13F Intelligence

Independent Advisor Alliance / V

Independent Advisor Alliance’s Visa Inc Position

Does Independent Advisor Alliance own Visa Inc (V)? Yes — 77.5K shares worth $23M (+0.25% of its 13F portfolio) as of Q1 2026, down from 87.5K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
77.5K
% of Portfolio
+0.25%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $16MQ3 ’19: $17MQ4 ’19: $18MQ4 ’19Q1 ’20: $15MQ2 ’20: $19MQ3 ’20: $21MQ4 ’20: $23MQ4 ’20Q1 ’21: $21MQ2 ’21: $22MQ3 ’21: $22MQ4 ’21: $24MQ4 ’21Q1 ’22: $25MQ2 ’22: $22MQ3 ’22: $12MQ4 ’22: $1MQ4 ’22Q1 ’23: $17MQ2 ’23: $17MQ3 ’23: $17MQ4 ’23: $22MQ4 ’23Q1 ’24: $22MQ2 ’24: $21MQ3 ’24: $20MQ4 ’24: $25MQ4 ’24Q1 ’25: $29MQ2 ’25: $29MQ3 ’25: $28MQ4 ’25: $31MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.5K$23M+0.25%
Q4 202587.5K$31M+0.75%
Q3 202583.1K$28M+0.74%
Q2 202581.5K$29M+0.83%
Q1 202581.4K$29M+0.94%
Q4 202478.1K$25M+0.33%
Q3 202471.4K$20M+0.71%
Q2 202479.3K$21M+0.71%
Q1 202480.2K$22M+0.81%
Q4 202383.6K$22M+0.78%
Q3 202373.0K$17M+0.76%
Q2 202372.5K$17M+0.76%
Q1 202374.0K$17M+0.80%
Q4 202272.5K$1M+0.36%
Q3 202270.0K$12M+0.72%
Q2 2022111.1K$22M+1.22%
Q1 2022113.2K$25M+1.21%
Q4 2021112.4K$24M+1.20%
Q3 202198.2K$22M+1.22%
Q2 202193.7K$22M+1.20%
Q1 202197.2K$21M+1.22%
Q4 2020103.7K$23M+1.54%
Q3 2020102.9K$21M+1.56%
Q2 202096.7K$19M+2.00%
Q1 202092.7K$15M+2.17%
Q4 201994.2K$18M+0.77%
Q3 201997.0K$17M+2.04%
Q2 201996.2K$16M+2.39%
Q1 201993.9K$15M+2.06%
Q4 2018101.0K$13M+2.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of V.