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Ritter Daniher Financial Advisory LLC / DE: IQV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ritter Daniher Financial Advisory LLC / DE on IQV, newest first. How the timeline and the estimate are built.

Ritter Daniher Financial Advisory LLC / DE held 3,758 IQV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,758 shares
    Change vs previous 13F -113 shares

    0.11% of the 13F portfolio, value $726,121.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 3,871 shares
    Change vs previous 13F -198 shares

    0.11% of the 13F portfolio, value $660,161.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 4,069 shares
    Change vs previous 13F -198 shares

    0.15% of the 13F portfolio, value $917,194.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 4,267 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $810,474.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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