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Sendero Wealth Management, LLC: IQV position timeline

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

Sendero Wealth Management, LLC held 47,643 IQV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,643 shares
    Change vs previous 13F -1,113 shares

    0.92% of the 13F portfolio, value $9,205,581.

    13F-HR 0001639375-26-000013 filed by Sendero Wealth Management, 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 48,756 shares
    Change vs previous 13F +1,353 shares

    0.92% of the 13F portfolio, value $8,314,849.

    13F-HR 0001639375-26-000008 filed by Sendero Wealth Management, 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 47,403 shares
    Change vs previous 13F -3,733 shares

    1.18% of the 13F portfolio, value $10,685,112.

    13F-HR 0001639375-26-000002 filed by Sendero Wealth Management, 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 51,136 shares
    Change vs previous 13F -495 shares

    1.14% of the 13F portfolio, value $9,712,773.

    13F-HR 0001639375-25-000009 filed by Sendero Wealth Management, 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/A 51,631 shares
    Change vs previous 13F -855 shares

    1.02% of the 13F portfolio, value $8,136,530.

    13F-HR/A 0001639375-25-000007 filed by Sendero Wealth Management, 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 52,486 shares
    Change vs previous 13F +7,265 shares

    1.28% of the 13F portfolio, value $9,253,283.

    13F-HR 0001639375-25-000003 filed by Sendero Wealth Management, 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 45,221 shares
    Change vs previous 13F +9,153 shares

    1.32% of the 13F portfolio, value $8,886,380.

    13F-HR 0001639375-25-000002 filed by Sendero Wealth Management, 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 36,068 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $8,547,035.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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