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Disclosery

HB Wealth Management, LLC: IQV position timeline

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

HB Wealth Management, LLC held 5,697 IQV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,697 shares
    Change vs previous 13F +1,192 shares

    0.01% of the 13F portfolio, value $1,100,869.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 4,505 shares
    Change vs previous 13F -227 shares

    <0.01% of the 13F portfolio, value $768,366.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 4,732 shares
    Change vs previous 13F +1,231 shares

    0.01% of the 13F portfolio, value $1,066,640.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 3,501 shares
    Change vs previous 13F +857 shares

    <0.01% of the 13F portfolio, value $664,980.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 2,644 shares
    Change vs previous 13F -1,787 shares

    <0.01% of the 13F portfolio, value $416,668.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 4,431 shares
    Change vs previous 13F +1,304 shares

    0.01% of the 13F portfolio, value $781,185.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 3,127 shares
    Change vs previous 13F -886 shares

    0.01% of the 13F portfolio, value $614,488.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 4,013 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $950,961.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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