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Disclosery

MFA Wealth Services: IQLT position timeline

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

MFA Wealth Services held 147,176 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,176 shares
    Change vs previous 13F +1,210 shares

    4.36% of the 13F portfolio, value $7,292,561.

    13F-HR 0001754960-26-000585 filed by MFA Wealth Services
    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 145,966 shares
    Change vs previous 13F +16,068 shares

    4.47% of the 13F portfolio, value $6,748,015.

    13F-HR 0001754960-26-000297 filed by MFA Wealth Services
    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 129,898 shares
    Change vs previous 13F +5,281 shares

    3.99% of the 13F portfolio, value $5,903,880.

    13F-HR 0001754960-26-000075 filed by MFA Wealth Services
    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 124,617 shares
    Change vs previous 13F +43,112 shares

    3.8% of the 13F portfolio, value $5,506,832.

    13F-HR 0001754960-25-000793 filed by MFA Wealth Services
    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 81,505 shares
    Change vs previous 13F +28,034 shares

    2.65% of the 13F portfolio, value $3,522,627.

    13F-HR 0001754960-25-000478 filed by MFA Wealth Services
    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 53,471 shares
    Change vs previous 13F -723 shares

    1.75% of the 13F portfolio, value $2,122,282.

    13F-HR 0001754960-25-000207 filed by MFA Wealth Services
    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 54,194 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,011,687.

    13F-HR 0001754960-25-000045 filed by MFA Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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