Grassi Investment Management: AIQ position timeline

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

Grassi Investment Management held 23,683 AIQ shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

period ended2025-06-30
13F 23,683 shares
Change vs previous 13F +725 shares
0.08% of the 13F portfolio, value $1,035,000.
13F-HR 0001608531-25-000006 filed by Grassi Investment Management
Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 22,958 shares
Change vs previous 13F +1,900 shares
0.08% of the 13F portfolio, value $835,000.
13F-HR 0001608531-25-000005 filed by Grassi Investment Management
Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F/A 21,058 shares
Change vs previous 13F -775 shares
0.07% of the 13F portfolio, value $814,000.
13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 21,833 shares
Change vs previous 13F +33 shares
0.07% of the 13F portfolio, value $812,000.
13F-HR 0001608531-24-000005 filed by Grassi Investment Management
Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 21,800 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $777,000.
13F-HR 0001608531-24-000004 filed by Grassi Investment Management
Filed 2024-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).