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Disclosery

AE Wealth Management LLC: IQV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on IQV, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 8,599 IQV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,599 shares
    Change vs previous 13F +371 shares

    0.01% of the 13F portfolio, value $1,661,575.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 8,228 shares
    Change vs previous 13F +411 shares

    0.01% of the 13F portfolio, value $1,403,220.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 7,817 shares
    Change vs previous 13F +285 shares

    0.01% of the 13F portfolio, value $1,762,053.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 7,532 shares
    Change vs previous 13F +209 shares

    0.01% of the 13F portfolio, value $1,430,656.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 7,323 shares
    Change vs previous 13F +2,314 shares

    0.01% of the 13F portfolio, value $1,154,054.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 5,009 shares
    Change vs previous 13F +2,211 shares

    0.01% of the 13F portfolio, value $883,088.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 2,798 shares
    Change vs previous 13F -12,544 shares

    <0.01% of the 13F portfolio, value $549,836.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 15,342 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,635,674.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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