Position in ICLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$346,030
New position
Shares Held
1,992
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#271
of 422 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $3,588,104 across 4 Diagnostics & Research names. ICLR ranks #3 (9.6% of the industry book) .
All Filings in ICLR
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,030 | 1,992 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||