FORA β€” FORIAN INC

Ownership history in Independent Advisor Alliance  Β·  13 quarters on record

AI Ownership Summary

Independent Advisor Alliance reported FORIAN INC (FORA) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows FORA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FORA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Advisor Alliance's position in FORIAN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FORA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Independent Advisor Alliance held FORA β€” position size vs. price
% of Fund (quarterly)    FORA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 15,215 β€” 0% 0.00% $34K 2025-11-04 $2.26
2025 Q2 UNCHANGED 15,215 β€” 0% 0.00% $30K 2025-08-11 $1.93
2025 Q1 UNCHANGED 15,215 β€” 0% 0.00% $30K 2025-05-12 $1.99
2024 Q4 REDUCED 15,215 -10,276 -40.3% 0.00% $31K 2025-02-07 $2.48
2024 Q3 UNCHANGED 25,491 β€” 0% 0.00% $55K 2024-11-13 $2.04
2024 Q2 UNCHANGED 25,491 β€” 0% 0.00% $68K 2024-08-12 $2.47
2024 Q1 UNCHANGED 25,491 β€” 0% 0.00% $85K 2024-05-08 $2.63
2023 Q4 ADDED 25,491 +3,000 +13.3% 0.00% $75K 2024-02-08 $2.76
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Independent Advisor Alliance and FORA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independent Advisor Alliance reported owning FORA?

Independent Advisor Alliance reported FORA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FORA position in Independent Advisor Alliance's portfolio?

The largest reported portfolio weight for FORA was 0.00% in 2024 Q1.

What is the latest reported FORA position on this page?

The most recent filing on this page is 2025 Q3, when Independent Advisor Alliance reported 15,215 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this FORA ownership page compare?

The chart compares Independent Advisor Alliance's quarterly FORA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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