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Waverly Advisors, LLC: IQV position timeline

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

Waverly Advisors, LLC held 3,301 IQV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,301 shares
    Change vs previous 13F +265 shares

    <0.01% of the 13F portfolio, value $637,819.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 3,036 shares
    Change vs previous 13F -898 shares

    <0.01% of the 13F portfolio, value $517,760.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 3,934 shares
    Change vs previous 13F +354 shares

    0.01% of the 13F portfolio, value $886,762.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 3,580 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $679,985.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 3,168 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $499,245.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 3,180 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $560,634.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 3,184 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $625,688.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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