Position in ZTS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$515,513
-$239,406 QoQ
Shares Held
4,361
-27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZTS Over Time
Shares Held
Position Value (USD)
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 ZTS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,513 | 4,361 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $754,919 | 6,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,069,306 | 7,308 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,120,812 | 7,187 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,235,039 | 7,501 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,174,887 | 7,211 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,120,699 | 5,736 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,047,440 | 6,042 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $993,770 | 5,873 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $953,099 | 4,829 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $436,515 | 2,509 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $395,394 | 2,296 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $352,020 | 2,115 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $284,865 | 1,921 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $351,171 | 2,043 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,656,197 | 8,782 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $391,668 | 1,605 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $233,356 | 1,202 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $215,059 | 1,154 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $266,620 | 1,611 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $239,951 | 1,451 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $794,283 | 5,796 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,913,168 | 16,256 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||