Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
IQV holding history
IQVIA Holdings Inc. in every 13F filed by Phillips Wealth Planners 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,430−100.0% | Sold out | Holders |
| Q1 2026 | 1,430 | $248.2K | 0.2% | −162−10.2% | Reduced | Holders |
| Q4 2025 | 1,592 | $384.3K | 0.3% | +104+7.0% | Added | Holders |
| Q3 2025 | 1,488 | $305.1K | 0.3% | +124+9.1% | Added | Holders |
| Q2 2025 | 1,364 | $224.3K | 0.2% | +1,364 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −1,194−100.0% | Sold out | Holders |
| Q3 2024 | 1,194 | $278.3K | 0.3% | +41+3.6% | Added | Holders |
| Q2 2024 | 1,153 | $244.4K | 0.3% | +145+14.4% | Added | Holders |
| Q1 2024 | 1,008 | $231.0K | 0.3% | +1,008 | New | Holders |