Position in IQV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$334,770
-$47,525 QoQ
Shares Held
1,963
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Broadway Wealth Solutions, Inc. holds $376,521 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
751 | $376,521 |
All Filings in IQV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $334,770 | 1,963 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $382,295 | 1,696 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $343,791 | 1,810 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $306,354 | 1,944 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $257,398 | 1,460 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $274,327 | 1,396 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||