Fi3 FINANCIAL ADVISORS, LLC

Position in IQV — Iqvia Holdings Inc.

CIK 1862427 INDIANAPOLIS, IN

Position in IQV

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$229,546

-$152,298 QoQ

Shares Held

1,346

-20.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $3,052,200 across 6 Diagnostics & Research names.

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	1,340	$671,822
2	DHR	Danaher Corp /De/	3,248	$618,679
3	NTRA	Natera, Inc.	2,105	$571,402
4	A	Agilent Technologies, Inc.	3,292	$437,276
5	MEDP	Medpace Holdings, Inc.	810	$428,967
6	ILMN	Illumina, Inc.	1,843	$324,054

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$229,546	1,346	-20.5%	Shares	Sole	2026-05-07
2025-12-31	$381,844	1,694	+14.5%	Shares	Sole	2026-02-06
2025-09-30	$281,111	1,480	+13.5%	Shares	Sole	2025-11-12
2025-06-30	$205,497	1,304	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.