Position in IQV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$319,006
+$107,366 QoQ
Shares Held
1,651
+33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#731
of 1,077 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $1,665,237 across 3 Diagnostics & Research names. IQV ranks #3 (19.2% of the industry book) .
All Filings in IQV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,006 | 1,651 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $211,640 | 1,241 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||