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Steward Partners Investment Advisory, LLC: IQV position timeline

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

Steward Partners Investment Advisory, LLC held 77,303 IQV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,303 shares
    Change vs previous 13F -4,124 shares

    0.08% of the 13F portfolio, value $14,936,483.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 81,427 shares
    Change vs previous 13F +6,307 shares

    0.07% of the 13F portfolio, value $13,886,561.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 75,120 shares
    Change vs previous 13F +9,649 shares

    0.09% of the 13F portfolio, value $16,932,799.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 65,471 shares
    Change vs previous 13F +617 shares

    0.07% of the 13F portfolio, value $12,435,561.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 64,854 shares
    Change vs previous 13F +2,329 shares

    0.08% of the 13F portfolio, value $10,220,342.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 62,525 shares
    Change vs previous 13F -4,948 shares

    0.1% of the 13F portfolio, value $11,023,158.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 67,473 shares
    Change vs previous 13F +1,273 shares

    0.12% of the 13F portfolio, value $13,259,119.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 66,200 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,687,414.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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