Independent Advisor Alliance
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 1696899
CHARLOTTE, NC
Position in CHRW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$636,589
+$39,734 QoQ
Shares Held
3,380
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#488
of 882 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $12,820,264 across 7 Integrated Freight & Logistics names. CHRW ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
71,187 | $7,652,602 | |
| 2 | FDX |
Fedex Corp
|
7,167 | $2,244,202 | |
| 3 | GXO |
GXO Logistics, Inc.
|
21,923 | $1,111,495 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
This page
|
3,380 | $636,589 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,668 | $597,809 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,362 | $507,662 | |
| 7 | SERV |
Serve Robotics Inc. /DE/
|
10,624 | $69,905 |
All Filings in CHRW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,589 | 3,380 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $596,855 | 3,594 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $696,893 | 4,335 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $701,984 | 5,302 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $492,318 | 5,131 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $503,193 | 4,914 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $578,178 | 5,596 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $597,763 | 5,416 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $566,347 | 6,427 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $946,877 | 12,436 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,028,213 | 11,902 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,007,548 | 11,698 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,161,369 | 22,908 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,858,020 | 18,698 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,803,548 | 19,698 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,897,018 | 19,697 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,996,684 | 19,697 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,121,563 | 19,697 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,118,373 | 19,682 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,709,811 | 19,653 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,848,577 | 19,735 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,883,311 | 19,735 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $678,398 | 7,227 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,325,120 | 52,110 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||