AllSquare Wealth Management LLC: IQV position timeline

AllSquare Wealth Management LLC held 362 IQV shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 362 shares

   Change vs previous 13F +50 shares

   0.04% of the 13F portfolio, value $68,758.

   13F-HR 0001633674-26-000005 filed by AllSquare Wealth Management LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-06-30

   13F 312 shares

   Change vs previous 13F +127 shares

   0.03% of the 13F portfolio, value $49,168.

   13F-HR 0001633674-25-000003 filed by AllSquare Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 185 shares

   Change vs previous 13F +185 shares

   0.02% of the 13F portfolio, value $32,616.

   13F-HR 0001633674-25-000002 filed by AllSquare Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -249 shares

   13F-HR 0001633674-25-000001 filed by AllSquare Wealth Management LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 249 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $59,006.

   13F-HR 0001633674-24-000005 filed by AllSquare Wealth Management LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 249 shares

   Change vs previous 13F +68 shares

   0.03% of the 13F portfolio, value $52,649.

   13F-HR 0001633674-24-000003 filed by AllSquare Wealth Management LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 181 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $45,773.

   13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
   Filed 2024-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 181 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $41,880.

   13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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