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Great Point Wealth Advisors, LLC

SEC CIK
0001760304
Latest filing
Jul 23, 2026

IQV holding history

IQVIA Holdings Inc. in every 13F filed by Great Point Wealth 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2021
Holdings of IQV by Great Point Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−1,322−100.0%Sold outHolders
Q3 20231,322$260.1K0.1%+1+0.1%AddedHolders
Q2 20231,321$296.9K0.1%+10+0.8%AddedHolders
Q1 20231,311$260.7K0.1%00.0%UnchangedHolders
Q4 20221,311$268.6K0.1%+7+0.5%AddedHolders
Q3 20221,304$236.0K0.1%00.0%UnchangedHolders
Q2 20221,304$283.0K0.1%00.0%UnchangedHolders
Q1 20221,304$301.0K0.1%00.0%UnchangedHolders
Q4 20211,304$368.0K0.1%+1,304NewHolders
Q3 20210$00.0%−834−100.0%Sold outHolders
Q2 2021834$202.0K0.1%+834NewHolders