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Disclosery

Independent Advisor Alliance: GEHC position timeline

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

Independent Advisor Alliance held 13,868 GEHC 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 13,868 shares
    Change vs previous 13F -109 shares

    0.02% of the 13F portfolio, value $887,714.

    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 13,977 shares
    Change vs previous 13F +480 shares

    0.01% of the 13F portfolio, value $994,852.

    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 13,497 shares
    Change vs previous 13F +229 shares

    0.03% of the 13F portfolio, value $1,107,024.

    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 13,268 shares
    Change vs previous 13F +1,218 shares

    0.03% of the 13F portfolio, value $996,474.

    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 12,050 shares
    Change vs previous 13F +3,631 shares

    0.03% of the 13F portfolio, value $892,549.

    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 8,419 shares
    Change vs previous 13F +533 shares

    0.02% of the 13F portfolio, value $679,510.

    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 7,886 shares
    Change vs previous 13F +414 shares

    0.01% of the 13F portfolio, value $616,564.

    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 7,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $701,275.

    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).