Caliber Wealth Management, LLC / KS
Position in IQV — Iqvia Holdings Inc.
CIK 2067120
Overland Park, KS
Position in IQV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,951,908
+$84,495 QoQ
Shares Held
10,102
-7.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#422
of 1,082 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $1,951,908 across 1 Diagnostics & Research name. IQV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
10,102 | $1,951,908 |
All Filings in IQV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,951,908 | 10,102 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,867,413 | 10,950 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,433,751 | 10,797 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,926,561 | 10,143 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,653,591 | 10,493 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,257,019 | 7,130 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||