Position in EVO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$29,570
New position
Shares Held
11,828
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Independent Advisor Alliance holds $3,917,447 across 6 Drug Manufacturers - Specialty & Generic names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
|
98,746 | $2,430,138 | |
| 2 | VTRS |
Viatris Inc
|
32,752 | $520,101 | |
| 3 | UTHR |
UNITED THERAPEUTICS Corp
|
856 | $463,805 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
17,885 | $286,695 | |
| 5 | HLN |
Haleon plc
|
22,091 | $206,108 | |
| 6 | CRDL |
Cardiol Therapeutics Inc.
|
10,000 | $10,600 |
All Filings in EVO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,570 | 11,828 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||