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Glass Jacobson Investment Advisors llc: IQLT position timeline

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

Glass Jacobson Investment Advisors llc held 45,607 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,607 shares
    Change vs previous 13F -1,486 shares

    0.7% of the 13F portfolio, value $2,259,847.

    13F-HR 0001964394-26-000003 filed by Glass Jacobson Investment 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 47,093 shares
    Change vs previous 13F -517 shares

    0.75% of the 13F portfolio, value $2,177,091.

    13F-HR 0001964394-26-000002 filed by Glass Jacobson Investment 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 47,610 shares
    Change vs previous 13F -3,871 shares

    0.78% of the 13F portfolio, value $2,163,863.

    13F-HR 0001964394-26-000001 filed by Glass Jacobson Investment 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 51,481 shares
    Change vs previous 13F -2,285 shares

    0.82% of the 13F portfolio, value $2,274,955.

    13F-HR 0001964394-25-000005 filed by Glass Jacobson Investment 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 53,766 shares
    Change vs previous 13F -507 shares

    0.9% of the 13F portfolio, value $2,323,757.

    13F-HR 0001964394-25-000004 filed by Glass Jacobson Investment 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 54,273 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $2,014,615.

    13F-HR 0001964394-25-000002 filed by Glass Jacobson Investment 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 54,273 shares
    Change vs previous 13F -3,194 shares

    0.66% of the 13F portfolio, value $2,014,615.

    13F-HR 0001964394-25-000001 filed by Glass Jacobson Investment 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 57,467 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,384,327.

    13F-HR 0001964394-24-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

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