SlateStone Wealth, LLC

SEC CIK: 0001764049
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

IQV holding history

IQVIA Holdings Inc. in every 13F filed by SlateStone Wealth, 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 (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of IQV by SlateStone Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−1,540−100.0%	Sold out	Holders
Q3 2023	1,540	$303.0K	<0.1%	−45−2.8%	Reduced	Holders
Q2 2023	1,585	$356.0K	0.1%	−1,917−54.7%	Reduced	Holders
Q1 2023	3,502	$697.0K	0.1%	+3,502	New	Holders