Position in IQV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,250
+$499 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,005
of 1,077 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $33,653 across 6 Diagnostics & Research names. IQV ranks #6 (12.6% of the industry book) .
All Filings in IQV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,250 | 22 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,751 | 22 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||