Independent Advisor Alliance
Position in EXPD — Expeditors International Of Washington Inc
CIK 1696899
CHARLOTTE, NC
Position in EXPD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$597,809
+$47,234 QoQ
Shares Held
3,668
-4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#513
of 949 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPD 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. EXPD ranks #5 (4.7% 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.
|
3,380 | $636,589 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
This page
|
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 EXPD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,809 | 3,668 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $550,575 | 3,844 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,170,634 | 21,278 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,621,709 | 21,386 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,445,635 | 21,406 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,951,775 | 32,863 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,965,375 | 44,826 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,255,559 | 47,607 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,594,153 | 52,842 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,066,377 | 58,126 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,484,193 | 58,838 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,172,972 | 62,575 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,138,724 | 67,190 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,608,631 | 69,094 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,537,213 | 72,529 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,412,542 | 72,614 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,919,465 | 70,998 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,248,537 | 70,265 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,299,179 | 69,247 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,984,330 | 67,022 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,467,641 | 66,885 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,876,769 | 73,143 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,729,236 | 60,238 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,445,683 | 60,160 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||