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Public ownership evidence

IQVIA Holdings Inc. (IQV) Ownership Disclosures

Read IQV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-09-052026-09-02Berkshire James G.S2,668Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-02 and its public availability date is 2026-09-05. Subtracting those calendar dates gives 3 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001628280-26-060755 ↗13F 0002110329-26-000015 ↗13F 0002110329-26-000014 ↗

Recent Form 4 activity

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2026-09-052026-09-02Berkshire James G.S2,668Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2947$9,081None
Cornerstone Financial Management LLC2026-03-312026-08-2919$3,240None
Cornerstone Financial Management LLC2025-12-312026-08-2942$9,467None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,387$597,132None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-282,531$489,040None
Advisors Asset Management, Inc.2021-12-312026-08-287,719$2,177,839None
Advisors Asset Management, Inc.2022-12-312026-08-2810,648$2,181,669None
Advisors Asset Management, Inc.2020-06-302026-08-281,315$186,572None
Advisors Asset Management, Inc.2022-06-302026-08-2811,631$2,524,000None
Advisors Asset Management, Inc.2021-09-302026-08-282,628$630,000None
Corient Private Wealth LP2026-06-302026-08-284,646$897,700None
Corient Private Wealth LP2026-06-302026-08-2813,921$2,689,765None
Formuepleje A/S2026-06-302026-08-2823,265$4,495,263None
Formuepleje A/S2026-03-312026-08-2817,987$3,067,503None
Formuepleje A/S2024-09-302026-08-28142,637$33,800,690None
Formuepleje A/S2024-06-302026-08-28121,263$25,639,849None
Formuepleje A/S2024-03-312026-08-28104,530$26,434,592None
Formuepleje A/S2023-12-312026-08-28117,545$27,197,562None
Formuepleje A/S2023-09-302026-08-28150,833$29,676,393None
Formuepleje A/S2023-06-302026-08-28142,308$31,986,569None
Formuepleje A/S2023-03-312026-08-28194,631$38,710,160None
Formuepleje A/S2022-12-312026-08-28188,702$38,663,153None
Formuepleje A/S2022-09-302026-08-2888,845$16,093,383None
Formuepleje A/S2022-06-302026-08-2827,869$6,047,294None
Formuepleje A/S2022-03-312026-08-2836,193$8,372,165None
Formuepleje A/S2021-12-312026-08-2834,150$9,635,081None
Formuepleje A/S2021-09-302026-08-2837,762$9,045,509None
Formuepleje A/S2021-06-302026-08-2832,866$7,964,089None
Formuepleje A/S2021-03-312026-08-2837,494$7,241,591None
Formuepleje A/S2020-12-312026-08-2838,846$6,960,038None
Formuepleje A/S2020-09-302026-08-2836,806$5,801,730None
Formuepleje A/S2020-06-302026-08-2837,065$5,258,782None
Formuepleje A/S2020-03-312026-08-2838,294$4,130,391None
Formuepleje A/S2019-12-312026-08-2833,774$5,218,421None
Formuepleje A/S2019-09-302026-08-2827,946$4,174,573None
Principia Wealth Advisory, LLC2026-06-302026-08-2725$4,831None
Principia Wealth Advisory, LLC2026-03-312026-08-2723$3,922None
Advisors Asset Management, Inc.2024-03-312026-08-271,298$328,251None
Advisors Asset Management, Inc.2025-03-312026-08-275,826$1,027,124None
Advisors Asset Management, Inc.2022-09-302026-08-2711,177$2,025,000None
Advisors Asset Management, Inc.2020-12-312026-08-271,273$228,000None
Advisors Asset Management, Inc.2022-03-312026-08-2711,036$2,551,634None
Advisors Asset Management, Inc.2023-06-302026-08-273,186$716,117None
Advisors Asset Management, Inc.2023-09-302026-08-273,525$693,544None
Advisors Asset Management, Inc.2023-03-312026-08-275,610$1,115,773None
Advisors Asset Management, Inc.2021-03-312026-08-271,220$235,631None
Advisors Asset Management, Inc.2021-06-302026-08-271,641$398,000None
Advisors Asset Management, Inc.2020-09-302026-08-271,297$204,446None
Advisors Asset Management, Inc.2025-09-302026-08-277,052$1,339,457None
Advisors Asset Management, Inc.2023-12-312026-08-27629$145,538None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.