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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

IQV holding history

IQVIA Holdings Inc. in every 13F filed by Bogart Wealth, 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)
140
Value
$27.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IQV by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026140$27.1K<0.1%+21+17.6%AddedHolders
Q1 2026119$20.3K<0.1%+7+6.3%AddedHolders
Q4 2025112$25.2K<0.1%−6−5.1%ReducedHolders
Q3 2025118$22.4K<0.1%+43+57.3%AddedHolders
Q2 202575$11.8K<0.1%+4+5.6%AddedHolders
Q1 202571$12.5K<0.1%−25−26.0%ReducedHolders
Q4 202496$18.9K<0.1%−36,470−99.7%ReducedHolders
Q3 202436,566$8.67M0.4%+16,305+80.5%AddedHolders
Q2 202420,261$4.28M0.2%+20,188+27,654.8%AddedHolders
Q1 202473$18.5K<0.1%00.0%UnchangedHolders
Q4 202373$16.9K<0.1%00.0%UnchangedHolders
Q3 202373$14.4K<0.1%00.0%UnchangedHolders
Q2 202373$16.4K<0.1%00.0%UnchangedHolders
Q1 202373$14.5K<0.1%+21+40.4%AddedHolders
Q4 202252$10.7K<0.1%00.0%UnchangedHolders
Q3 202252$9.00K<0.1%00.0%UnchangedHolders
Q2 202252$11.0K<0.1%00.0%UnchangedHolders
Q1 202252$12.0K<0.1%00.0%UnchangedHolders
Q4 202152$15.0K<0.1%00.0%UnchangedHolders
Q3 202152$12.0K<0.1%−1−1.9%ReducedHolders
Q2 202153$13.0K<0.1%−9−14.5%ReducedHolders
Q1 202162$12.0K<0.1%––Holders

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