Position in IQV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$38,200
+$10,925 QoQ
Shares Held
224
+73.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 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, 2026Opal Wealth Advisors, LLC holds $495,343 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
988 | $495,343 |
All Filings in IQV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,200 | 224 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $27,275 | 129 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||