Position in IQV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$972,283
+$67,228 QoQ
Shares Held
5,032
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#523
of 1,082 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Derivatives in IQV
reported options exposure · as of Jun 30, 2024CallValue
$42,288
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Lebenthal Global Advisors, LLC holds $4,112,172 across 4 Diagnostics & Research names. IQV ranks #3 (23.6% of the industry book) .
All Filings in IQV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,283 | 5,032 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $905,055 | 5,307 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,413,095 | 6,269 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $1,174,399 | 6,183 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $994,077 | 6,308 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $576,324 | 3,269 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $352,538 | 1,794 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $649,060 | 2,739 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $211,227 | 999 | Shares | Defined | 2024-07-24 | |
| 2024-06-30 | $42,288 | 200 | Call | Sole | 2024-07-24 | |
| 2024-03-31 | $249,349 | 986 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $209,630 | 906 | Shares | Defined | 2024-02-07 | |
| 2021-12-31 | $396,406 | 1,405 | Shares | Defined | 2022-04-15 | |
| 2021-09-30 | $838,629 | 3,501 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $474,704 | 1,959 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||