Independent Advisor Alliance EMC β€” GLOBAL X FDS

Ownership history in Independent Advisor Alliance  Β·  2 quarters on record

AI Ownership Summary

Independent Advisor Alliance reported GLOBAL X FDS (EMC) in 2 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows EMC at 0.01% 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.

What this EMC 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 GLOBAL X FDS, 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
2026 Q1

EMC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 EMC β€” position size vs. price
% of Fund (quarterly)    EMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 18,530 -10,976 -37.2% 0.01% $572K 2026-05-12 $36.29
2024 Q4 INITIATED β€” β€” β€” 29,506 β€” β€” 0.01% $769K 2025-02-07 $26.38

FAQ About Independent Advisor Alliance and EMC

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 EMC?

Independent Advisor Alliance reported EMC across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for EMC was 0.01% in 2024 Q4.

What is the latest reported EMC position on this page?

The most recent filing on this page is 2026 Q1, when Independent Advisor Alliance reported 18,530 shares, equal to 0.01% of portfolio, with an estimated market value of $572K.

What does the chart on this EMC ownership page compare?

The chart compares Independent Advisor Alliance's quarterly EMC 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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