Position in ICLR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,877
-$7,873 QoQ
Shares Held
26
-55.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Root Financial Partners, LLC holds $734,948 across 3 Diagnostics & Research names.
All Filings in ICLR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,877 | 26 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,750 | 59 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,925 | 11 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||