Independent Advisor Alliance

Position in ATR — Aptargroup, Inc.

CIK 1696899 CHARLOTTE, NC

Position in ATR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,012,366

+$132,369 QoQ

Shares Held

8,086

+15.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#248

of 550 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

Independent Advisor Alliance holds $4,911,103 across 5 Medical Instruments & Supplies names. ATR ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	4,932	$1,961,356
2	ATR	Aptargroup, Inc. This page	8,086	$1,012,366
3	BDX	Becton Dickinson & Co	5,598	$847,145
4	WST	West Pharmaceutical Services Inc	2,038	$731,642
5	STXS	Stereotaxis, Inc.	208,485	$358,594

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,012,366	8,086	+15.8%	Shares	Sole	2026-08-12
2026-03-31	$879,997	6,983	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.