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Bell Investment Advisors, Inc: IQLT position timeline

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

Bell Investment Advisors, Inc held 190,136 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,136 shares
    Change vs previous 13F -13,684 shares

    1.38% of the 13F portfolio, value $9,421,223.

    13F-HR 0001890149-26-000003 filed by Bell Investment Advisors, Inc
    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 203,820 shares
    Change vs previous 13F -5,824 shares

    1.47% of the 13F portfolio, value $9,422,609.

    13F-HR 0001890149-26-000002 filed by Bell Investment Advisors, Inc
    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 209,644 shares
    Change vs previous 13F -10,155 shares

    1.51% of the 13F portfolio, value $9,528,318.

    13F-HR 0001890149-26-000001 filed by Bell Investment Advisors, Inc
    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 219,799 shares
    Change vs previous 13F +3,030 shares

    1.59% of the 13F portfolio, value $9,712,900.

    13F-HR 0001890149-25-000009 filed by Bell Investment Advisors, Inc
    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 216,769 shares
    Change vs previous 13F +18,834 shares

    1.61% of the 13F portfolio, value $9,368,738.

    13F-HR 0001890149-25-000005 filed by Bell Investment Advisors, Inc
    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 197,935 shares
    Change vs previous 13F -1,435 shares

    1.45% of the 13F portfolio, value $7,856,052.

    13F-HR 0001890149-25-000004 filed by Bell Investment Advisors, Inc
    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 199,370 shares
    Change vs previous 13F +689 shares

    1.38% of the 13F portfolio, value $7,400,621.

    13F-HR 0001890149-25-000001 filed by Bell Investment Advisors, Inc
    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 198,681 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $8,243,272.

    13F-HR 0001890149-24-000004 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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