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Disclosery

BFSG, LLC: IQLT position timeline

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

BFSG, LLC held 155,493 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,493 shares
    Change vs previous 13F +4,420 shares

    0.68% of the 13F portfolio, value $7,704,679.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 151,073 shares
    Change vs previous 13F +14,839 shares

    0.66% of the 13F portfolio, value $6,984,105.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 136,234 shares
    Change vs previous 13F +3,742 shares

    0.6% of the 13F portfolio, value $6,191,836.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 132,492 shares
    Change vs previous 13F +24,908 shares

    0.57% of the 13F portfolio, value $5,854,822.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 107,584 shares
    Change vs previous 13F +18,133 shares

    0.52% of the 13F portfolio, value $4,649,781.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 89,451 shares
    Change vs previous 13F +2,655 shares

    0.43% of the 13F portfolio, value $3,550,311.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 86,796 shares
    Change vs previous 13F +1,467 shares

    0.38% of the 13F portfolio, value $3,221,868.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 85,329 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,540,301.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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