Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,363,237
+$89,240 QoQ
Shares Held
4,945
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#681
of 1,679 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Independent Advisor Alliance holds $16,574,901 across 6 Healthcare Plans names. CI ranks #3 (8.2% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,237 | 4,945 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,273,997 | 4,776 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,369,268 | 4,975 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,511,006 | 5,242 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,932,900 | 5,847 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,910,174 | 5,806 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,627,845 | 5,895 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $731,334 | 2,111 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $942,784 | 2,852 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $704,588 | 1,940 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $443,485 | 1,481 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $375,323 | 1,312 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $518,829 | 1,849 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $609,439 | 2,385 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $365,427 | 1,317 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $433,753 | 1,646 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $494,794 | 2,065 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $330,896 | 1,441 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $253,802 | 1,268 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $268,126 | 1,131 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $248,508 | 1,028 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $751,529 | 3,610 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $400,654 | 2,365 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $415,457 | 2,214 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $420,625 | 2,374 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||