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Livermore
Livermore
ZHEN

Independent Advisor Alliance

SEC CIK
0001696899
Latest filing
Aug 12, 2026

TROW holding history

Price T Rowe Group 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.

TROW overviewAll 13F holders of TROWFull Q2 2026 holdings

Shares (Q2 2026)
32,281
Value
$3.67M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of TROW by Independent Advisor Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,281$3.67M0.1%+689+2.2%AddedHolders
Q1 202631,592$2.85M<0.1%+3,264+11.5%AddedHolders
Q4 202528,328$2.90M0.1%+401+1.4%AddedHolders
Q3 202527,927$2.87M0.1%+3,250+13.2%AddedHolders
Q2 202524,677$2.38M0.1%−912−3.6%ReducedHolders
Q1 202525,589$2.35M0.1%+1,198+4.9%AddedHolders
Q4 202424,391$2.76M<0.1%+4,603+23.3%AddedHolders
Q3 202419,788$2.16M0.1%+1,068+5.7%AddedHolders
Q2 202418,720$2.16M0.1%+3,013+19.2%AddedHolders
Q1 202415,707$1.91M0.1%+111+0.7%AddedHolders
Q4 202315,596$1.68M0.1%−4,490−22.4%ReducedHolders
Q3 202320,086$2.11M0.1%+138+0.7%AddedHolders
Q2 202319,948$2.23M0.1%+6,054+43.6%AddedHolders
Q1 202313,894$1.57M0.1%+942+7.3%AddedHolders
Q4 202212,952$1.41M0.2%+182+1.4%AddedHolders
Q3 202212,770$1.34M0.1%+2,674+26.5%AddedHolders
Q2 202210,096$1.15M0.1%+6,246+162.2%AddedHolders
Q1 20223,850$582.0K<0.1%+1,932+100.7%AddedHolders
Q4 20211,918$377.0K<0.1%+1,918NewHolders
Q2 20210$00.0%−2,719−100.0%Sold outHolders
Q1 20212,719$466.0K<0.1%––Holders

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