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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.: IQV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. on IQV, newest first. How the timeline and the estimate are built.

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. held 7,385 IQV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,385 shares
    Change vs previous 13F +340 shares

    0.17% of the 13F portfolio, value $1,426,930.

    13F-HR 0001599852-26-000003 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 7,045 shares
    Change vs previous 13F +164 shares

    0.16% of the 13F portfolio, value $1,201,454.

    13F-HR 0001599852-26-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 6,881 shares
    Change vs previous 13F +125 shares

    0.21% of the 13F portfolio, value $1,551,046.

    13F-HR 0001599852-26-000001 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 6,756 shares
    Change vs previous 13F +25 shares

    0.21% of the 13F portfolio, value $1,283,235.

    13F-HR 0001599852-25-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 6,731 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $1,060,738.

    13F-HR 0001085146-25-005264 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 6,732 shares
    Change vs previous 13F +265 shares

    0.18% of the 13F portfolio, value $1,186,852.

    13F-HR 0001085146-25-003350 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 6,467 shares
    Change vs previous 13F +142 shares

    0.19% of the 13F portfolio, value $1,270,830.

    13F-HR 0001085146-25-001657 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 6,325 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,498,835.

    13F-HR 0001085146-24-005945 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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