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SHEETS SMITH WEALTH MANAGEMENT: IQV position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 38,080 IQV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,080 shares
    Change vs previous 13F -114 shares

    0.74% of the 13F portfolio, value $7,357,818.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 38,194 shares
    Change vs previous 13F -7,367 shares

    0.73% of the 13F portfolio, value $6,513,605.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 45,561 shares
    Change vs previous 13F -1,780 shares

    1.13% of the 13F portfolio, value $10,269,905.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 47,341 shares
    Change vs previous 13F -1,809 shares

    1.02% of the 13F portfolio, value $8,991,950.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 49,150 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $7,745,549.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 49,150 shares
    Change vs previous 13F +155 shares

    1.08% of the 13F portfolio, value $8,665,145.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 48,995 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $9,628,007.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 48,995 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $11,610,345.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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