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Disclosery

ENZI WEALTH: IQLT position timeline

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

ENZI WEALTH held 313,267 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,267 shares
    Change vs previous 13F -1,082 shares

    4.9% of the 13F portfolio, value $15,462,860.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 314,349 shares
    Change vs previous 13F -2,166 shares

    5.05% of the 13F portfolio, value $14,532,353.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 316,515 shares
    Change vs previous 13F -213,347 shares

    5.25% of the 13F portfolio, value $14,876,207.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 529,862 shares
    Change vs previous 13F +1,822 shares

    8.33% of the 13F portfolio, value $23,684,824.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 528,040 shares
    Change vs previous 13F -9,647 shares

    8.32% of the 13F portfolio, value $22,710,982.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 537,687 shares
    Change vs previous 13F +3,076 shares

    8.9% of the 13F portfolio, value $21,986,007.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 534,611 shares
    Change vs previous 13F +35,916 shares

    7.84% of the 13F portfolio, value $20,582,532.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 498,695 shares
    Change vs previous 13F not available

    8.02% of the 13F portfolio, value $20,496,355.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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