Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

IQV holding history

IQVIA Holdings Inc. in every 13F filed by Advisor OS, 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): 1,093
Value: $211.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of IQV by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,093	$211.2K	<0.1%	+1,093	New	Holders
Q1 2026	0	$0	0.0%	−1,245−100.0%	Sold out	Holders
Q4 2025	1,245	$280.6K	<0.1%	+173+16.1%	Added	Holders
Q3 2025	1,072	$203.6K	<0.1%	+1,072	New	Holders