CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

IQV holding history

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

IQV overview All 13F holders of IQV Full Q2 2026 holdings

Shares (Q2 2026): 38,705
Value: $7.48M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of IQV by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,705	$7.48M	0.3%	+4,750+14.0%	Added	Holders
Q1 2026	33,955	$5.79M	0.3%	+15,238+81.4%	Added	Holders
Q4 2025	18,717	$4.22M	0.4%	+185+1.0%	Added	Holders
Q3 2025	18,532	$3.52M	0.3%	−902−4.6%	Reduced	Holders
Q2 2025	19,434	$3.06M	0.3%	+347+1.8%	Added	Holders
Q1 2025	19,087	$3.36M	0.4%	+1,296+7.3%	Added	Holders
Q4 2024	17,791	$3.50M	0.4%	−904−4.8%	Reduced	Holders
Q3 2024	18,695	$4.43M	0.5%	−350−1.8%	Reduced	Holders
Q2 2024	19,045	$4.03M	0.5%	−3,069−13.9%	Reduced	Holders
Q1 2024	22,114	$5.59M	0.6%	+2,678+13.8%	Added	Holders
Q4 2023	19,436	$4.50M	0.5%	−252−1.3%	Reduced	Holders
Q3 2023	19,688	$3.87M	0.5%	+17,535+814.4%	Added	Holders
Q2 2023	2,153	$483.9K	0.1%	−127−5.6%	Reduced	Holders
Q1 2023	2,280	$453.5K	0.1%	+189+9.0%	Added	Holders
Q4 2022	2,091	$428.5K	0.1%	−2,590−55.3%	Reduced	Holders
Q3 2022	4,681	$848.0K	0.1%	+2,866+157.9%	Added	Holders
Q2 2022	1,815	$394.0K	0.1%	−129−6.6%	Reduced	Holders
Q1 2022	1,944	$449.0K	0.1%	−2,460−55.9%	Reduced	Holders
Q4 2021	4,404	$1.24M	0.1%	+584+15.3%	Added	Holders
Q3 2021	3,820	$915.0K	0.1%	−9,850−72.1%	Reduced	Holders
Q2 2021	13,670	$3.31M	0.4%	+839+6.5%	Added	Holders
Q1 2021	12,831	$2.48M	0.4%	–	–	Holders

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