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CAPTRUST FINANCIAL ADVISORS: IQV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IQV, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 34,209 IQV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,209 shares
    Change vs previous 13F +1,881 shares

    0.01% of the 13F portfolio, value $6,609,899.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 32,328 shares
    Change vs previous 13F -2,836 shares

    0.01% of the 13F portfolio, value $5,513,059.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 35,164 shares
    Change vs previous 13F +7,828 shares

    0.02% of the 13F portfolio, value $7,926,306.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 27,336 shares
    Change vs previous 13F +4,153 shares

    0.01% of the 13F portfolio, value $5,192,196.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,183 shares
    Change vs previous 13F +5,109 shares

    0.01% of the 13F portfolio, value $3,653,420.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 18,074 shares
    Change vs previous 13F +10,270 shares

    0.01% of the 13F portfolio, value $3,186,459.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 7,804 shares
    Change vs previous 13F -384 shares

    <0.01% of the 13F portfolio, value $1,533,607.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 8,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,940,362.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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