BRADLEY FOSTER & SARGENT INC/CT: IQV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on IQV, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 69,136 IQV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 69,136 shares
Change vs previous 13F -4,704 shares
0.19% of the 13F portfolio, value $13,358,460.
13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 73,840 shares
Change vs previous 13F -11,532 shares
0.2% of the 13F portfolio, value $12,592,676.
13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 85,372 shares
Change vs previous 13F +2,282 shares
0.28% of the 13F portfolio, value $19,243,705.
13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-02-12 (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).
period ended2025-09-30
13F 83,090 shares
Change vs previous 13F -570 shares
0.23% of the 13F portfolio, value $15,782,117.
13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 83,660 shares
Change vs previous 13F -50,230 shares
0.21% of the 13F portfolio, value $13,183,981.
13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-08-11 (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).
period ended2025-03-31
13F 133,890 shares
Change vs previous 13F -8,370 shares
0.4% of the 13F portfolio, value $23,604,809.
13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-05-13 (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).
period ended2024-12-31
13F 142,260 shares
Change vs previous 13F -65,672 shares
0.47% of the 13F portfolio, value $27,955,515.
13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-02-03 (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).
period ended2024-09-30
13F 207,932 shares
Change vs previous 13F not available
0.82% of the 13F portfolio, value $49,273,571.
13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2024-11-04 (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).