Independent Advisor Alliance

Position in BDX — Becton Dickinson & Co

CIK 1696899 CHARLOTTE, NC

Position in BDX

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

Position Value

$847,145

+$11,154 QoQ

Shares Held

5,598

+5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#660

of 1,430 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Independent Advisor Alliance holds $4,911,103 across 5 Medical Instruments & Supplies names. BDX ranks #3 (17.2% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,145	5,598	+5.3%	Shares	Sole	2026-08-12
2026-03-31	$835,991	5,317	-8.0%	Shares	Sole	2026-05-12
2025-12-31	$1,121,530	5,779	-7.6%	Shares	Sole	2026-02-04
2025-09-30	$1,170,935	6,256	-21.8%	Shares	Sole	2025-11-04
2025-06-30	$1,378,344	8,002	-16.7%	Shares	Sole	2025-08-11
2025-03-31	$2,199,891	9,604	-7.2%	Shares	Sole	2025-05-12
2024-12-31	$2,347,650	10,348	+9.8%	Shares	Sole	2025-02-07
2024-09-30	$2,271,643	9,422	+8.8%	Shares	Sole	2024-11-13
2024-06-30	$2,024,395	8,662	+10.4%	Shares	Sole	2024-08-12
2024-03-31	$1,940,750	7,843	-8.1%	Shares	Sole	2024-05-08
2023-12-31	$2,080,600	8,533	-24.6%	Shares	Sole	2024-02-08
2023-09-30	$2,924,749	11,313	+3.8%	Shares	Sole	2023-10-24
2023-06-30	$2,878,236	10,902	-2.6%	Shares	Sole	2023-07-28
2023-03-31	$2,770,467	11,192	+3.9%	Shares	Sole	2023-05-12
2022-12-31	$2,738,556	10,769	+1.6%	Shares	Sole	2023-02-13
2022-09-30	$2,361,106	10,596	+19.7%	Shares	Sole	2022-11-04
2022-06-30	$2,181,790	8,850	+22.3%	Shares	Sole	2022-08-04
2022-03-31	$1,925,573	7,239	-7.2%	Shares	Sole	2022-05-06
2021-12-31	$1,961,795	7,801	+22.3%	Shares	Sole	2022-02-11
2021-09-30	$1,567,348	6,376	+18.2%	Shares	Sole	2021-11-01
2021-06-30	$1,311,766	5,394	+58.2%	Shares	Sole	2021-08-12
2021-03-31	$828,898	3,409	+21.6%	Shares	Sole	2021-05-14
2020-12-31	$701,616	2,804	+18.0%	Shares	Sole	2021-02-11
2020-09-30	$553,080	2,377	+2.9%	Shares	Sole	2020-11-04
2020-06-30	$552,952	2,311	+15.2%	Shares	Sole	2020-08-06
2020-03-31	$460,918	2,006	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.