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PINKERTON WEALTH, LLC: IQV position timeline

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

PINKERTON WEALTH, LLC held 22,271 IQV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,271 shares
    Change vs previous 13F +1,024 shares

    0.33% of the 13F portfolio, value $3,798,096.

    13F-HR 0001104659-26-088550 filed by PINKERTON WEALTH, 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 21,247 shares
    Change vs previous 13F -400 shares

    0.44% of the 13F portfolio, value $4,789,286.

    13F-HR 0001104659-26-041344 filed by PINKERTON WEALTH, 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 21,647 shares
    Change vs previous 13F +204 shares

    0.5% of the 13F portfolio, value $4,879,450.

    13F-HR 0001104659-26-011341 filed by PINKERTON WEALTH, 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 21,443 shares
    Change vs previous 13F +4,659 shares

    0.44% of the 13F portfolio, value $4,072,883.

    13F-HR 0001104659-25-110864 filed by PINKERTON WEALTH, 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 16,784 shares
    Change vs previous 13F +3,464 shares

    0.32% of the 13F portfolio, value $2,644,991.

    13F-HR 0001104659-25-077418 filed by PINKERTON WEALTH, 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 13,320 shares
    Change vs previous 13F +718 shares

    0.3% of the 13F portfolio, value $2,348,316.

    13F-HR 0001104659-25-043901 filed by PINKERTON WEALTH, 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 12,602 shares
    Change vs previous 13F +414 shares

    0.36% of the 13F portfolio, value $2,476,419.

    13F-HR 0001104659-25-014413 filed by PINKERTON WEALTH, 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 12,188 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,888,190.

    13F-HR 0001104659-24-116625 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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