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Disclosery

Independent Advisor Alliance: CHE position timeline

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

Independent Advisor Alliance held 1,753 CHE 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 1,753 shares
    Change vs previous 13F +131 shares

    0.02% of the 13F portfolio, value $816,786.

    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 1,622 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $612,580.

    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 1,673 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $716,096.

    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 1,681 shares
    Change vs previous 13F +100 shares

    0.02% of the 13F portfolio, value $752,940.

    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 1,581 shares
    Change vs previous 13F -712 shares

    0.02% of the 13F portfolio, value $770,144.

    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 2,293 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $1,410,929.

    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 2,279 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $1,207,415.

    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 2,254 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,354,588.

    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).