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Disclosery

Kathmere Capital Management, LLC: IQDG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathmere Capital Management, LLC on IQDG, newest first. How the timeline and the estimate are built.

Kathmere Capital Management, LLC held 104,833 IQDG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,833 shares
    Change vs previous 13F -2,305 shares

    0.24% of the 13F portfolio, value $4,516,206.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 107,138 shares
    Change vs previous 13F -466 shares

    0.27% of the 13F portfolio, value $4,300,519.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 107,604 shares
    Change vs previous 13F -1,584 shares

    0.3% of the 13F portfolio, value $4,463,414.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 109,188 shares
    Change vs previous 13F -1,268 shares

    0.31% of the 13F portfolio, value $4,354,417.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 110,456 shares
    Change vs previous 13F -4,387 shares

    0.34% of the 13F portfolio, value $4,378,476.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 114,843 shares
    Change vs previous 13F -1,099 shares

    0.35% of the 13F portfolio, value $4,097,598.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 115,942 shares
    Change vs previous 13F +28 shares

    0.36% of the 13F portfolio, value $3,966,376.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 115,914 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,538,033.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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