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Disclosery

Adero Partners, LLC: IQLT position timeline

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

Adero Partners, LLC held 181,577 IQLT shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 181,577 shares
    Change vs previous 13F -7,438 shares

    0.47% of the 13F portfolio, value $7,206,791.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 189,015 shares
    Change vs previous 13F -693 shares

    0.45% of the 13F portfolio, value $7,016,237.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 189,708 shares
    Change vs previous 13F -4,967 shares

    0.52% of the 13F portfolio, value $7,870,985.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 194,675 shares
    Change vs previous 13F -3,676 shares

    0.55% of the 13F portfolio, value $7,602,059.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 198,351 shares
    Change vs previous 13F -1,467 shares

    0.6% of the 13F portfolio, value $7,866,601.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 199,818 shares
    Change vs previous 13F -2,286 shares

    0.64% of the 13F portfolio, value $7,505,164.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 202,104 shares
    Change vs previous 13F +4,203 shares

    0.65% of the 13F portfolio, value $6,792,715.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 197,901 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,045,276.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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