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Genesis Wealth Advisors, LLC: IQLT position timeline

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

Genesis Wealth Advisors, LLC held 9,946 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,946 shares
    Change vs previous 13F -157,125 shares

    0.29% of the 13F portfolio, value $492,841.

    13F-HR 0001951757-26-001152 filed by Genesis 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 167,071 shares
    Change vs previous 13F +6,942 shares

    5.16% of the 13F portfolio, value $7,723,692.

    13F-HR 0001951757-26-000772 filed by Genesis 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 160,129 shares
    Change vs previous 13F +4,008 shares

    4.99% of the 13F portfolio, value $7,277,863.

    13F-HR 0001951757-26-000433 filed by Genesis 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 156,121 shares
    Change vs previous 13F +2,551 shares

    4.86% of the 13F portfolio, value $6,899,005.

    13F-HR 0001951757-25-001211 filed by Genesis 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 153,570 shares
    Change vs previous 13F +3,712 shares

    4.98% of the 13F portfolio, value $6,637,313.

    13F-HR 0001951757-25-000859 filed by Genesis 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 149,858 shares
    Change vs previous 13F +7,180 shares

    4.82% of the 13F portfolio, value $5,947,852.

    13F-HR 0001951757-25-000512 filed by Genesis 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 142,678 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $5,296,225.

    13F-HR 0001951757-25-000179 filed by Genesis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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