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Disclosery

Councilor Wealth, LLC: IQLT position timeline

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

Councilor Wealth, LLC held 97,003 IQLT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,003 shares
    Change vs previous 13F -7,600 shares

    1.98% of the 13F portfolio, value $4,798,746.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,603 shares
    Change vs previous 13F +5,523 shares

    2.1% of the 13F portfolio, value $5,183,117.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 99,080 shares
    Change vs previous 13F +13,081 shares

    2.22% of the 13F portfolio, value $4,580,499.

    13F-HR 0001172661-26-001795 filed by Councilor 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 ended2025-12-31
    13F 85,999 shares
    Change vs previous 13F +7,201 shares

    1.85% of the 13F portfolio, value $3,908,663.

    13F-HR 0001172661-26-000354 filed by Councilor 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 ended2025-09-30
    13F 78,798 shares
    Change vs previous 13F -4,449 shares

    1.61% of the 13F portfolio, value $3,482,102.

    13F-HR 0001172661-25-004615 filed by Councilor 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 ended2025-06-30
    13F 83,247 shares
    Change vs previous 13F +2,670 shares

    1.68% of the 13F portfolio, value $3,597,950.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 80,577 shares
    Change vs previous 13F +17,174 shares

    1.6% of the 13F portfolio, value $3,198,127.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 63,403 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,353,520.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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