Position in HUM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$875,869
+$527,356 QoQ
Shares Held
2,205
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#463
of 918 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in HUM 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. HUM ranks #5 (5.3% of the industry book) .
All Filings in HUM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,869 | 2,205 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $348,513 | 2,010 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $544,787 | 2,127 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $662,392 | 2,546 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $501,427 | 2,051 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $591,115 | 2,234 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $593,173 | 2,338 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $678,139 | 2,141 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $475,282 | 1,272 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $427,159 | 1,232 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $631,777 | 1,380 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $670,911 | 1,379 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $586,634 | 1,312 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $654,885 | 1,349 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $670,532 | 1,382 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $665,595 | 1,422 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $569,637 | 1,309 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $542,252 | 1,169 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $466,590 | 1,199 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $788,927 | 1,782 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $766,808 | 1,829 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $539,915 | 1,316 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $566,201 | 1,368 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $506,013 | 1,305 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $483,904 | 1,541 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||