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Disclosery

Beacon Financial Advisory LLC: IQLT position timeline

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

Beacon Financial Advisory LLC held 56,643 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,643 shares
    Change vs previous 13F -112 shares

    0.55% of the 13F portfolio, value $2,806,639.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 56,755 shares
    Change vs previous 13F +1,530 shares

    0.59% of the 13F portfolio, value $2,623,764.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 55,225 shares
    Change vs previous 13F +2,357 shares

    0.58% of the 13F portfolio, value $2,509,957.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 52,868 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,336,231.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 52,868 shares
    Change vs previous 13F -77 shares

    0.59% of the 13F portfolio, value $2,284,949.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 52,945 shares
    Change vs previous 13F +8,281 shares

    0.64% of the 13F portfolio, value $2,101,393.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 44,664 shares
    Change vs previous 13F +833 shares

    0.54% of the 13F portfolio, value $1,657,933.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 43,831 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,818,554.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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