Position in IQV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,898
-$22,341 QoQ
Shares Held
15
-89.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,022
of 1,084 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Ascentis Independent Advisors holds $6,655 across 3 Diagnostics & Research names. IQV ranks #1 (43.5% of the industry book) .
All Filings in IQV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,898 | 15 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $25,239 | 148 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $9,002 | 38 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||