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Disclosery

Creative Planning: IQV position timeline

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

Creative Planning held 56,860 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 56,860 shares
    Change vs previous 13F +5,186 shares

    0.01% of the 13F portfolio, value $10,986,499.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 51,674 shares
    Change vs previous 13F -7,683 shares

    0.01% of the 13F portfolio, value $8,812,413.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 59,357 shares
    Change vs previous 13F +9,191 shares

    0.01% of the 13F portfolio, value $13,379,560.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 50,166 shares
    Change vs previous 13F +11,015 shares

    0.01% of the 13F portfolio, value $9,528,452.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 39,151 shares
    Change vs previous 13F +8,051 shares

    0.01% of the 13F portfolio, value $6,169,773.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 31,100 shares
    Change vs previous 13F +6,606 shares

    0.01% of the 13F portfolio, value $5,482,858.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 24,494 shares
    Change vs previous 13F +3,481 shares

    <0.01% of the 13F portfolio, value $4,813,318.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 21,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,979,556.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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