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Disclosery

My Personal CFO, LLC: IQLT position timeline

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

My Personal CFO, LLC held 55,612 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 55,612 shares
    Change vs previous 13F -2,137 shares

    1.08% of the 13F portfolio, value $2,755,553.

    13F-HR 0001754960-26-000575 filed by My Personal CFO, 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 57,749 shares
    Change vs previous 13F -723 shares

    1.17% of the 13F portfolio, value $2,669,722.

    13F-HR 0001754960-26-000293 filed by My Personal CFO, 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 58,472 shares
    Change vs previous 13F +58,472 shares

    1.11% of the 13F portfolio, value $2,657,554.

    13F-HR 0001754960-26-000077 filed by My Personal CFO, 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 0 shares
    Change vs previous 13F -59,711 shares

    13F-HR 0001754960-25-000700 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 59,711 shares
    Change vs previous 13F +4,511 shares

    1.17% of the 13F portfolio, value $2,580,718.

    13F-HR 0001754960-25-000441 filed by My Personal CFO, 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 55,200 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $2,190,898.

    13F-HR 0001754960-25-000247 filed by My Personal CFO, 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 55,200 shares
    Change vs previous 13F +9,272 shares

    1.05% of the 13F portfolio, value $2,049,033.

    13F-HR 0001754960-25-000067 filed by My Personal CFO, 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 45,928 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,905,547.

    13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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