Position in IQV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$243,872
-$114,980 QoQ
Shares Held
1,430
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 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, 2026Phillips Wealth Planners LLC holds $252,432 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
1,191 | $252,432 |
All Filings in IQV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,872 | 1,430 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $358,852 | 1,592 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $282,630 | 1,488 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $214,952 | 1,364 | Shares | Defined | 2025-07-11 | |
| 2024-09-30 | $282,942 | 1,194 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $243,790 | 1,153 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $254,913 | 1,008 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||