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Antonelli Financial Advisors, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Antonelli Financial Advisors, LLC on AIQ, newest first. How the timeline and the estimate are built.

Antonelli Financial Advisors, LLC held 29,519 AIQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,519 shares
    Change vs previous 13F -2,885 shares

    1.39% of the 13F portfolio, value $1,924,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,404 shares
    Change vs previous 13F -3,069 shares

    1.46% of the 13F portfolio, value $2,126,000.

    13F-HR 0002055364-26-000006 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,473 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,656,000.

    13F-HR 0002055364-26-000004 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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