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Running Oak Capital LLC: IQV position timeline

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

Running Oak Capital LLC held 58,673 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 58,673 shares
    Change vs previous 13F -20,923 shares

    1.93% of the 13F portfolio, value $11,336,797.

    13F-HR 0001803994-26-000003 filed by Running Oak Capital 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 79,596 shares
    Change vs previous 13F +3,377 shares

    1.83% of the 13F portfolio, value $13,574,345.

    13F-HR 0001803994-26-000002 filed by Running Oak Capital 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 76,219 shares
    Change vs previous 13F -14,527 shares

    2.15% of the 13F portfolio, value $17,180,525.

    13F-HR 0001803994-26-000001 filed by Running Oak Capital 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 90,746 shares
    Change vs previous 13F -8,331 shares

    1.93% of the 13F portfolio, value $17,236,295.

    13F-HR 0001803994-25-000014 filed by Running Oak Capital 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 99,077 shares
    Change vs previous 13F +16,735 shares

    1.74% of the 13F portfolio, value $15,613,545.

    13F-HR 0001803994-25-000004 filed by Running Oak Capital 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 82,342 shares
    Change vs previous 13F +21,444 shares

    1.75% of the 13F portfolio, value $14,516,894.

    13F-HR 0001803994-25-000003 filed by Running Oak Capital 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 60,898 shares
    Change vs previous 13F +9,257 shares

    1.56% of the 13F portfolio, value $11,967,066.

    13F-HR 0001803994-25-000001 filed by Running Oak Capital 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 51,641 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $12,237,368.

    13F-HR 0001803994-24-000006 filed by Running Oak Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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