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Disclosery

Financial Management, Inc.: IQLT position timeline

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

Financial Management, Inc. held 207,017 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,017 shares
    Change vs previous 13F +5,804 shares

    8.41% of the 13F portfolio, value $10,257,713.

    13F-HR 0002143070-26-000003 filed by Financial Management, Inc.
    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 201,213 shares
    Change vs previous 13F +4,742 shares

    8.74% of the 13F portfolio, value $9,302,067.

    13F-HR 0002143070-26-000002 filed by Financial Management, Inc.
    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 196,471 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $8,929,602.

    13F-HR 0002143070-26-000001 filed by Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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