Position in IQV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$190,514
-$43,807 QoQ
Shares Held
986
-28.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#836
of 1,077 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $2,824,657 across 6 Diagnostics & Research names. IQV ranks #3 (6.7% of the industry book) .
All Filings in IQV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,514 | 986 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $234,321 | 1,374 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $309,713 | 1,374 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $307,702 | 1,620 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $255,295 | 1,620 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $288,074 | 1,634 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $316,774 | 1,612 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $381,995 | 1,612 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $340,841 | 1,612 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $405,635 | 1,604 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $363,266 | 1,570 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $308,897 | 1,570 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $294,898 | 1,312 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $260,943 | 1,312 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $268,815 | 1,312 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $197,804 | 1,092 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $236,953 | 1,092 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $252,481 | 1,092 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $308,096 | 1,092 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $261,577 | 1,092 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $257,586 | 1,063 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $205,307 | 1,063 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $190,457 | 1,063 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $167,560 | 1,063 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $150,392 | 1,060 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,235 | 30 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||