High Net Worth Advisory Group LLC: IQV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on IQV, newest first. How the timeline and the estimate are built.
High Net Worth Advisory Group LLC held 1,150 IQV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,150 sharesChange vs previous 13F +1,150 shares
0.05% of the 13F portfolio, value $222,203.
13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,150 shares
13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,150 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $259,222.
13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,150 sharesChange vs previous 13F +1,150 shares
0.05% of the 13F portfolio, value $218,431.
13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -1,150 shares
13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 1,150 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $202,745.
13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,150 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $225,987.
13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,150 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $272,516.
13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).