Position in IQV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$77,254
-$27,787 QoQ
Shares Held
453
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Wealth Preservation Advisors, LLC holds $127,240 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
668 | $127,240 |
All Filings in IQV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,254 | 453 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,041 | 466 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $88,512 | 466 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,388 | 453 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $79,863 | 453 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||