Independent Advisor Alliance

SEC CIK: 0001696899
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

D holding history

Dominion Energy, Inc in every 13F filed by Independent Advisor Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overview All 13F holders of D Full Q2 2026 holdings

Shares (Q2 2026): 62,268
Value: $4.25M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of D by Independent Advisor Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	62,268	$4.25M	0.1%	−6,002−8.8%	Reduced	Holders
Q1 2026	68,270	$4.22M	<0.1%	−8,537−11.1%	Reduced	Holders
Q4 2025	76,807	$4.50M	0.1%	+3,611+4.9%	Added	Holders
Q3 2025	73,196	$4.48M	0.1%	+3,881+5.6%	Added	Holders
Q2 2025	69,315	$3.92M	0.1%	−3,461−4.8%	Reduced	Holders
Q1 2025	72,776	$4.08M	0.1%	+688+1.0%	Added	Holders
Q4 2024	72,088	$3.88M	0.1%	+4,624+6.9%	Added	Holders
Q3 2024	67,464	$3.90M	0.1%	+6,078+9.9%	Added	Holders
Q2 2024	61,386	$3.01M	0.1%	−2,049−3.2%	Reduced	Holders
Q1 2024	63,435	$3.12M	0.1%	+931+1.5%	Added	Holders
Q4 2023	62,504	$2.94M	0.1%	+10,730+20.7%	Added	Holders
Q3 2023	51,774	$2.31M	0.1%	+1,190+2.4%	Added	Holders
Q2 2023	50,584	$2.62M	0.1%	+3,054+6.4%	Added	Holders
Q1 2023	47,530	$2.66M	0.1%	−4,530−8.7%	Reduced	Holders
Q4 2022	52,060	$3.19M	0.4%	−7,365−12.4%	Reduced	Holders
Q3 2022	59,425	$4.11M	0.2%	+2,456+4.3%	Added	Holders
Q2 2022	56,969	$4.55M	0.3%	−3,988−6.5%	Reduced	Holders
Q1 2022	60,957	$5.18M	0.2%	−2,964−4.6%	Reduced	Holders
Q4 2021	63,921	$5.02M	0.2%	−725−1.1%	Reduced	Holders
Q3 2021	64,646	$4.72M	0.3%	+2,754+4.4%	Added	Holders
Q2 2021	61,892	$4.55M	0.2%	+513+0.8%	Added	Holders
Q1 2021	61,379	$4.66M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.