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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

IQV holding history

IQVIA Holdings Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IQV overviewAll 13F holders of IQVFull Q2 2026 holdings

Shares (Q2 2026)
998
Value
$192.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IQV by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026998$192.8K<0.1%−4,890−83.1%ReducedHolders
Q1 20265,888$1.00M<0.1%−1,441−19.7%ReducedHolders
Q4 20257,329$1.65M<0.1%+938+14.7%AddedHolders
Q3 20256,391$1.21M<0.1%+353+5.8%AddedHolders
Q2 20256,038$951.5K<0.1%−5,681−48.5%ReducedHolders
Q1 202511,719$2.07M<0.1%+5,834+99.1%AddedHolders
Q4 20245,885$1.16M<0.1%−6−0.1%ReducedHolders
Q3 20245,891$1.40M<0.1%+5,591+1,863.7%AddedHolders
Q2 2024300$63.4K<0.1%00.0%UnchangedHolders
Q1 2024300$68.7K<0.1%−12−3.8%ReducedHolders
Q4 2023312$72.2K<0.1%+12+4.0%AddedHolders
Q3 2023300$59.0K<0.1%00.0%UnchangedHolders
Q2 2023300$67.4K<0.1%−353−54.1%ReducedHolders
Q1 2023653$129.9K<0.1%−142−17.9%ReducedHolders
Q4 2022795$162.9K<0.1%00.0%UnchangedHolders
Q3 2022795$144.0K<0.1%+67+9.2%AddedHolders
Q2 2022728$158.0K<0.1%+428+142.7%AddedHolders
Q1 2022300$69.0K<0.1%00.0%UnchangedHolders
Q4 2021300$85.0K<0.1%00.0%UnchangedHolders
Q3 2021300$72.0K<0.1%−18−5.7%ReducedHolders
Q2 2021318$77.0K<0.1%+18+6.0%AddedHolders
Q1 2021300$58.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.