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Disclosery

Cook Wealth, LLC: IQLT position timeline

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

Cook Wealth, LLC held 0 IQLT shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -491,919 shares

    13F-HR 0001910185-25-000004 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 491,919 shares
    Change vs previous 13F +130,744 shares

    9.81% of the 13F portfolio, value $20,208,043.

    13F-HR 0001910185-25-000003 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 361,175 shares
    Change vs previous 13F +19,027 shares

    6.57% of the 13F portfolio, value $13,999,153.

    13F-HR 0001951757-25-000123 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 342,148 shares
    Change vs previous 13F -16,870 shares

    6.77% of the 13F portfolio, value $13,473,791.

    13F-HR 0001951757-24-001170 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 359,018 shares
    Change vs previous 13F -11,323 shares

    7.46% of the 13F portfolio, value $13,800,652.

    13F-HR 0001951757-24-000587 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 370,341 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $14,161,830.

    13F-HR 0001951757-24-000444 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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