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Disclosery

Mendel Money Management: IQDG position timeline

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

Mendel Money Management held 39,756 IQDG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,756 shares
    Change vs previous 13F +9,622 shares

    0.63% of the 13F portfolio, value $1,712,688.

    13F-HR 0001600585-26-000005 filed by Mendel Money 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 30,134 shares
    Change vs previous 13F +3,349 shares

    0.51% of the 13F portfolio, value $1,209,579.

    13F-HR 0001600585-26-000003 filed by Mendel Money 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 26,785 shares
    Change vs previous 13F +3,761 shares

    0.47% of the 13F portfolio, value $1,111,042.

    13F-HR 0001600585-26-000002 filed by Mendel Money 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 23,024 shares
    Change vs previous 13F +5,713 shares

    0.39% of the 13F portfolio, value $918,197.

    13F-HR 0001600585-25-000005 filed by Mendel Money 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 17,311 shares
    Change vs previous 13F -410 shares

    0.3% of the 13F portfolio, value $686,208.

    13F-HR 0001085146-25-004446 filed by Mendel Money 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 17,721 shares
    Change vs previous 13F -886 shares

    0.3% of the 13F portfolio, value $632,285.

    13F-HR 0001085146-25-002647 filed by Mendel Money 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 18,607 shares
    Change vs previous 13F -550 shares

    0.28% of the 13F portfolio, value $636,545.

    13F-HR 0001085146-25-001016 filed by Mendel Money 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 19,157 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $749,997.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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