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Independent Advisor AllianceCoreDiversified active

CIK: 0001696899 | CHARLOTTE, NC

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR1778$4.3B2026-08-12SEC ↗
Q1 2026
13F-HR2740$9.3B2026-05-12SEC ↗
Q4 2025
13F-HR1697$4.1B2026-02-04SEC ↗
Q3 2025
13F-HR1620$3.8B2025-11-04SEC ↗
Q2 2025
13F-HR1541$3.5B2025-08-11SEC ↗
Q1 2025
13F-HR1440$3.0B2025-05-12SEC ↗
Q4 2024
13F-HR2258$7.6B2025-02-07SEC ↗
Q3 2024
13F-HR1247$2.7B2024-11-13SEC ↗
Q2 2024
13F-HR1222$2.9B2024-08-12SEC ↗
Q1 2024
13F-HR821$2.8B2024-05-08SEC ↗
Q4 2023
13F-HR833$2.8B2024-02-08SEC ↗
Q3 2023
13F-HR750$2.2B2023-10-24SEC ↗
Q2 2023
13F-HR765$2.3B2023-07-28SEC ↗
Q1 2023
13F-HR757$2.1B2023-05-12SEC ↗
Q4 2022
13F-HR494$456.6M2023-02-13SEC ↗
Q3 2022
13F-HR692$203.3M2022-11-04SEC ↗
Q2 2022
13F-HR677$169.4M2022-08-04SEC ↗
Q1 2022
13F-HR710$122.8M2022-05-06SEC ↗
Q4 2021
13F-HR725$118.7M2022-02-11SEC ↗
Q3 2021
13F-HR680$103.3M2021-11-01SEC ↗
Q2 2021
13F-HR676$107.5M2021-08-12SEC ↗
Q1 2021
13F-HR646$99.2M2021-05-14SEC ↗
Q4 2020
13F-HR646$95.2M2021-02-11SEC ↗
Q3 2020
13F-HR534$69.0M2020-11-04SEC ↗
Q2 2020
13F-HR536$47.9M2020-08-06SEC ↗
Q1 2020
13F-HR474$33.6M2020-05-14SEC ↗
Q4 2019
13F-HR1042$47.5M2020-02-07SEC ↗
Q3 2019
13F-HR522$28.7M2019-11-12SEC ↗
Q2 2019
13F-HR502$27.5M2019-08-12SEC ↗
Q1 2019
13F-HR475$27.1M2019-05-07SEC ↗
Q4 2018
13F-HR442$23.9M2019-02-12SEC ↗
Q3 2018
13F-HR388$1.7M2018-11-13SEC ↗
Q2 2018
13F-HR360$4.7M2018-08-08SEC ↗
Q1 2018
13F-HR351$2.9M2018-05-15SEC ↗
Q4 2017
13F-HR329$1.5M2018-02-14SEC ↗
Q3 2017
13F-HR285$3.0M2017-11-15SEC ↗
Q2 2017
13F-HR246$3.9M2017-08-14SEC ↗
Q1 2017
13F-HR402$7.3M2017-05-09SEC ↗
Q4 2016Amended
13F-HR/A1066$256.7M2017-02-15SEC ↗