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Disclosery

James Reed Financial Services, Inc.: AIQ position timeline

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

James Reed Financial Services, Inc. held 29,483 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,483 shares
    Change vs previous 13F -930 shares

    1.48% of the 13F portfolio, value $1,934,380.

    13F-HR 0001754960-26-000547 filed by James Reed Financial Services, 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 30,413 shares
    Change vs previous 13F -2,456 shares

    1.23% of the 13F portfolio, value $1,419,375.

    13F-HR 0001754960-26-000287 filed by James Reed Financial Services, 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 32,869 shares
    Change vs previous 13F +3,292 shares

    1.34% of the 13F portfolio, value $1,671,718.

    13F-HR 0001754960-26-000062 filed by James Reed Financial Services, Inc.
    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 29,577 shares
    Change vs previous 13F -2,726 shares

    1.31% of the 13F portfolio, value $1,460,809.

    13F-HR 0001754960-25-000679 filed by James Reed Financial Services, Inc.
    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 32,303 shares
    Change vs previous 13F +8,786 shares

    1.28% of the 13F portfolio, value $1,411,319.

    13F-HR 0001754960-25-000443 filed by James Reed Financial Services, Inc.
    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 23,517 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $855,549.

    13F-HR 0001754960-25-000215 filed by James Reed Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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