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LongView Wealth Management: IQLT position timeline

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

LongView Wealth Management held 88,614 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,614 shares
    Change vs previous 13F -26,450 shares

    1.13% of the 13F portfolio, value $4,390,845.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 115,064 shares
    Change vs previous 13F -48,484 shares

    1.43% of the 13F portfolio, value $5,677,279.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 163,548 shares
    Change vs previous 13F -1,329 shares

    1.86% of the 13F portfolio, value $7,703,094.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 164,877 shares
    Change vs previous 13F +193 shares

    1.97% of the 13F portfolio, value $7,285,923.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 164,684 shares
    Change vs previous 13F +3,160 shares

    2.15% of the 13F portfolio, value $7,117,651.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 161,524 shares
    Change vs previous 13F -11,228 shares

    1.92% of the 13F portfolio, value $6,410,872.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 172,752 shares
    Change vs previous 13F +37,082 shares

    1.95% of the 13F portfolio, value $6,412,571.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 135,670 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $5,628,935.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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