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Klaas Financial Asset Advisors, LLC: IQLT position timeline

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

Klaas Financial Asset Advisors, LLC held 34,934 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,934 shares
    Change vs previous 13F -1,636 shares

    0.22% of the 13F portfolio, value $1,730,980.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset 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 36,570 shares
    Change vs previous 13F -256,239 shares

    0.23% of the 13F portfolio, value $1,690,631.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset 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 292,809 shares
    Change vs previous 13F +3,197 shares

    1.93% of the 13F portfolio, value $13,308,146.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset 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 289,612 shares
    Change vs previous 13F +4,751 shares

    1.92% of the 13F portfolio, value $12,797,932.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset 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 284,861 shares
    Change vs previous 13F +3,515 shares

    1.95% of the 13F portfolio, value $12,311,671.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset 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 281,346 shares
    Change vs previous 13F +3,277 shares

    1.93% of the 13F portfolio, value $11,166,603.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset 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 278,069 shares
    Change vs previous 13F -3,104 shares

    1.82% of the 13F portfolio, value $10,321,903.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset 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 281,173 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $11,665,847.

    13F-HR 0001819279-24-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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