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Focus Partners Wealth: IQV position timeline

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

Focus Partners Wealth held 109,738 IQV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,738 shares
    Change vs previous 13F +8,980 shares

    0.02% of the 13F portfolio, value $21,203,796.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 104,685 shares
    • Focus Partners Advisor Solutions, LLC: 5,053 shares

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

  2. period ended2026-03-31
    13F 100,758 shares
    Change vs previous 13F +3,826 shares

    0.02% of the 13F portfolio, value $17,190,093.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 95,605 shares
    • Focus Partners Advisor Solutions, LLC: 5,153 shares

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

  3. period ended2025-12-31
    13F 96,932 shares
    Change vs previous 13F +13,887 shares

    0.02% of the 13F portfolio, value $21,832,664.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 87,596 shares
    • Focus Partners Advisor Solutions, LLC: 9,336 shares

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

  4. period ended2025-09-30
    13F 83,045 shares
    Change vs previous 13F +8,505 shares

    0.02% of the 13F portfolio, value $15,850,303.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 76,861 shares
    • Focus Partners Advisor Solutions, LLC: 6,184 shares

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

  5. period ended2025-06-30
    13F 74,540 shares
    Change vs previous 13F +8,419 shares

    0.02% of the 13F portfolio, value $11,746,823.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 68,886 shares
    • Focus Partners Advisor Solutions, LLC: 5,654 shares

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

  6. period ended2025-03-31
    13F/A 66,121 shares
    Change vs previous 13F +7,965 shares

    0.03% of the 13F portfolio, value $11,657,334.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 64,052 shares
    • Focus Partners Advisor Solutions, LLC: 2,069 shares

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

  7. period ended2024-12-31
    13F/A 58,156 shares
    Change vs previous 13F +52,279 shares

    0.03% of the 13F portfolio, value $11,428,235.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 5,877 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,392,673.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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