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Arkadios Wealth Advisors: IQLT position timeline

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

Arkadios Wealth Advisors held 39,309 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,309 shares
    Change vs previous 13F -17,007 shares

    0.03% of the 13F portfolio, value $1,947,750.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 56,316 shares
    Change vs previous 13F -143,583 shares

    0.04% of the 13F portfolio, value $2,603,513.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 199,899 shares
    Change vs previous 13F -1,942 shares

    0.18% of the 13F portfolio, value $9,085,436.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 201,841 shares
    Change vs previous 13F -96 shares

    0.22% of the 13F portfolio, value $8,919,361.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 201,937 shares
    Change vs previous 13F +1,849 shares

    0.26% of the 13F portfolio, value $8,727,728.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 200,088 shares
    Change vs previous 13F +172,272 shares

    0.3% of the 13F portfolio, value $7,941,520.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 27,816 shares
    Change vs previous 13F +7,568 shares

    0.06% of the 13F portfolio, value $1,032,540.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 20,248 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $840,102.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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