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BOSTON FAMILY OFFICE LLC: IQV position timeline

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

BOSTON FAMILY OFFICE LLC held 107,121 IQV 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 107,121 shares
    Change vs previous 13F -9,496 shares

    1.26% of the 13F portfolio, value $20,698,000.

    13F-HR 0001039807-26-000006 filed by BOSTON FAMILY OFFICE 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 116,617 shares
    Change vs previous 13F -3,601 shares

    1.32% of the 13F portfolio, value $19,888,000.

    13F-HR 0001039807-26-000004 filed by BOSTON FAMILY OFFICE 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 120,218 shares
    Change vs previous 13F -10 shares

    1.72% of the 13F portfolio, value $27,098,000.

    13F-HR 0001039807-26-000002 filed by BOSTON FAMILY OFFICE 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 120,228 shares
    Change vs previous 13F -3,779 shares

    1.45% of the 13F portfolio, value $22,830,000.

    13F-HR 0001039807-25-000013 filed by BOSTON FAMILY OFFICE 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 124,007 shares
    Change vs previous 13F -10,147 shares

    1.3% of the 13F portfolio, value $19,542,000.

    13F-HR 0001039807-25-000006 filed by BOSTON FAMILY OFFICE 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 134,154 shares
    Change vs previous 13F -785 shares

    1.67% of the 13F portfolio, value $23,651,000.

    13F-HR 0001039807-25-000004 filed by BOSTON FAMILY OFFICE 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 134,939 shares
    Change vs previous 13F -1,019 shares

    1.82% of the 13F portfolio, value $26,517,000.

    13F-HR 0001039807-25-000002 filed by BOSTON FAMILY OFFICE 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 135,958 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $32,218,000.

    13F-HR 0001039807-24-000009 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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