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ADAMSBROWN WEALTH CONSULTANTS LLC: IQLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADAMSBROWN WEALTH CONSULTANTS LLC on IQLT, newest first. How the timeline and the estimate are built.

ADAMSBROWN WEALTH CONSULTANTS LLC held 33,590 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,590 shares
    Change vs previous 13F -82 shares

    0.31% of the 13F portfolio, value $1,664,407.

    13F-HR 0001951757-26-000932 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,672 shares
    Change vs previous 13F -1,105 shares

    0.41% of the 13F portfolio, value $1,556,644.

    13F-HR 0001951757-26-000604 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,777 shares
    Change vs previous 13F -1,270 shares

    0.44% of the 13F portfolio, value $1,580,604.

    13F-HR 0001951757-26-000070 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,047 shares
    Change vs previous 13F -2,306 shares

    0.44% of the 13F portfolio, value $1,592,924.

    13F-HR 0001951757-25-001265 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,353 shares
    Change vs previous 13F -5,818 shares

    0.48% of the 13F portfolio, value $1,657,626.

    13F-HR 0001951757-25-000571 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,171 shares
    Change vs previous 13F -50,699 shares

    0.55% of the 13F portfolio, value $1,753,148.

    13F-HR 0001951757-25-000289 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 94,870 shares
    Change vs previous 13F +6,666 shares

    1.2% of the 13F portfolio, value $3,521,575.

    13F-HR 0001951757-25-000120 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 88,204 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,659,577.

    13F-HR 0001951757-24-001009 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).