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Independent Advisor Alliance: CAH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on CAH, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 18,307 CAH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,307 shares
    Change vs previous 13F -80 shares

    0.1% of the 13F portfolio, value $4,349,119.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,387 shares
    Change vs previous 13F -731 shares

    0.04% of the 13F portfolio, value $3,885,443.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,118 shares
    Change vs previous 13F -127 shares

    0.1% of the 13F portfolio, value $3,928,729.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,245 shares
    Change vs previous 13F +2,092 shares

    0.08% of the 13F portfolio, value $3,020,648.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,153 shares
    Change vs previous 13F +285 shares

    0.08% of the 13F portfolio, value $2,881,752.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,868 shares
    Change vs previous 13F -666 shares

    0.08% of the 13F portfolio, value $2,323,857.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,534 shares
    Change vs previous 13F +1,713 shares

    0.03% of the 13F portfolio, value $2,073,805.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,821 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,748,528.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).