Skip to content
Disclosery

waypoint wealth counsel: IQV position timeline

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

waypoint wealth counsel held 1,086 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 1,086 shares
    Change vs previous 13F -624 shares

    0.13% of the 13F portfolio, value $209,838.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 1,710 shares
    Change vs previous 13F -278 shares

    0.15% of the 13F portfolio, value $291,624.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 1,988 shares
    Change vs previous 13F +215 shares

    0.16% of the 13F portfolio, value $448,116.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 1,773 shares
    Change vs previous 13F +215 shares

    0.13% of the 13F portfolio, value $336,764.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 1,558 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $245,527.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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