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Disclosery

Trajan Wealth LLC: IQV position timeline

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

Trajan Wealth LLC held 182,515 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 182,515 shares
    Change vs previous 13F +4,444 shares

    1.33% of the 13F portfolio, value $35,265,548.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 178,071 shares
    Change vs previous 13F +15,914 shares

    1.23% of the 13F portfolio, value $30,368,228.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 162,157 shares
    Change vs previous 13F +12,616 shares

    1.52% of the 13F portfolio, value $36,551,809.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 149,541 shares
    Change vs previous 13F +17,728 shares

    1.23% of the 13F portfolio, value $28,403,818.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 131,813 shares
    Change vs previous 13F +51,181 shares

    1.02% of the 13F portfolio, value $20,772,332.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 80,632 shares
    Change vs previous 13F +430 shares

    0.78% of the 13F portfolio, value $14,215,422.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 80,202 shares
    Change vs previous 13F +3,179 shares

    0.87% of the 13F portfolio, value $15,760,495.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 77,023 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $18,252,140.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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