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Disclosery

CRUX WEALTH ADVISORS: IQV position timeline

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

CRUX WEALTH ADVISORS held 7,961 IQV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,961 shares
    Change vs previous 13F -339 shares

    0.53% of the 13F portfolio, value $1,538,224.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH 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 8,300 shares
    Change vs previous 13F -100 shares

    0.54% of the 13F portfolio, value $1,415,482.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH 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 8,400 shares
    Change vs previous 13F +144 shares

    0.7% of the 13F portfolio, value $1,893,444.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH 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 8,256 shares
    Change vs previous 13F +612 shares

    0.62% of the 13F portfolio, value $1,568,145.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH 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 7,644 shares
    Change vs previous 13F +1,375 shares

    0.51% of the 13F portfolio, value $1,204,618.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH 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 6,269 shares
    Change vs previous 13F -354 shares

    0.58% of the 13F portfolio, value $1,105,225.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH 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 6,623 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,301,486.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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