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Foster Victor Wealth Advisors, LLC: IQLT position timeline

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

Foster Victor Wealth Advisors, LLC held 697,839 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 697,839 shares
    Change vs previous 13F +28,030 shares

    1.81% of the 13F portfolio, value $34,445,352.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, LLC
    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 669,809 shares
    Change vs previous 13F +14,644 shares

    1.89% of the 13F portfolio, value $33,048,391.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, LLC
    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 655,165 shares
    Change vs previous 13F -3,707 shares

    1.8% of the 13F portfolio, value $30,956,561.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 658,872 shares
    Change vs previous 13F -1,781 shares

    1.85% of the 13F portfolio, value $29,701,946.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 660,653 shares
    Change vs previous 13F -9,249 shares

    1.94% of the 13F portfolio, value $28,599,664.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 669,902 shares
    Change vs previous 13F -16,527 shares

    2.1% of the 13F portfolio, value $26,079,285.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, LLC
    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 686,429 shares
    Change vs previous 13F +28,006 shares

    1.99% of the 13F portfolio, value $25,967,593.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 658,423 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $26,804,418.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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