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Certified Advisory Corp: IQLT position timeline

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

Certified Advisory Corp held 7,781 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,781 shares
    Change vs previous 13F -503 shares

    0.03% of the 13F portfolio, value $385,562.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 8,284 shares
    Change vs previous 13F -520 shares

    0.03% of the 13F portfolio, value $382,991.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 8,804 shares
    Change vs previous 13F -2,448 shares

    0.04% of the 13F portfolio, value $400,149.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 11,252 shares
    Change vs previous 13F -1,908 shares

    0.05% of the 13F portfolio, value $497,221.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 13,160 shares
    Change vs previous 13F -32,714 shares

    0.06% of the 13F portfolio, value $568,786.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 45,874 shares
    Change vs previous 13F -162,122 shares

    0.21% of the 13F portfolio, value $1,820,752.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 207,996 shares
    Change vs previous 13F +9,179 shares

    0.84% of the 13F portfolio, value $7,720,807.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 198,817 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $8,248,899.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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