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Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

IQV holding history

IQVIA Holdings Inc. in every 13F filed by High Net Worth Advisory Group 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)
1,150
Value
$222.2K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of IQV by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,150$222.2K<0.1%+1,150NewHolders
Q1 20260$00.0%−1,150−100.0%Sold outHolders
Q4 20251,150$259.2K0.1%00.0%UnchangedHolders
Q3 20251,150$218.4K0.1%+1,150NewHolders
Q2 20250$00.0%−1,150−100.0%Sold outHolders
Q1 20251,150$202.7K0.1%00.0%UnchangedHolders
Q4 20241,150$226.0K0.1%00.0%UnchangedHolders
Q3 20241,150$272.5K0.1%00.0%UnchangedHolders
Q2 20241,150$243.2K0.1%00.0%UnchangedHolders
Q1 20241,150$290.8K0.1%00.0%UnchangedHolders
Q4 20231,150$266.1K0.1%00.0%UnchangedHolders
Q3 20231,150$226.3K0.1%−19−1.6%ReducedHolders
Q2 20231,169$262.8K0.1%+19+1.7%AddedHolders
Q1 20231,150$228.7K0.1%00.0%UnchangedHolders
Q4 20221,150$235.6K0.1%00.0%UnchangedHolders
Q3 20221,150$208.0K0.1%00.0%UnchangedHolders
Q2 20221,150$250.0K0.1%−20−1.7%ReducedHolders
Q1 20221,170$271.0K0.1%00.0%UnchangedHolders
Q4 20211,170$330.0K0.1%–No prior filingHolders