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Disclosery

D.A. DAVIDSON & CO.: IQV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on IQV, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 23,158 IQV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,158 shares
    Change vs previous 13F +897 shares

    0.02% of the 13F portfolio, value $4,474,589.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 22,261 shares
    Change vs previous 13F -4,929 shares

    0.02% of the 13F portfolio, value $3,796,391.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 27,190 shares
    Change vs previous 13F +5,514 shares

    0.04% of the 13F portfolio, value $6,128,898.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 21,676 shares
    Change vs previous 13F +2,063 shares

    0.03% of the 13F portfolio, value $4,117,139.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 19,613 shares
    Change vs previous 13F +413 shares

    0.02% of the 13F portfolio, value $3,090,813.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 19,200 shares
    Change vs previous 13F -221 shares

    0.03% of the 13F portfolio, value $3,384,960.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 19,421 shares
    Change vs previous 13F -5,455 shares

    0.03% of the 13F portfolio, value $3,816,421.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 24,876 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,894,866.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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