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Disclosery

NewEdge Wealth, LLC: IQLT position timeline

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

NewEdge Wealth, LLC held 698,840 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 698,840 shares
    Change vs previous 13F +8,273 shares

    0.35% of the 13F portfolio, value $34,627,510.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 690,567 shares
    Change vs previous 13F +2,071 shares

    0.38% of the 13F portfolio, value $31,924,914.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 688,496 shares
    Change vs previous 13F -10,706 shares

    0.35% of the 13F portfolio, value $31,292,153.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 699,202 shares
    Change vs previous 13F -345,312 shares

    0.44% of the 13F portfolio, value $31,023,580.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 1,044,514 shares
    Change vs previous 13F -96,218 shares

    0.69% of the 13F portfolio, value $44,339,637.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 1,140,732 shares
    Change vs previous 13F -59,355 shares

    0.82% of the 13F portfolio, value $45,275,649.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 1,200,087 shares
    Change vs previous 13F +37,636 shares

    0.77% of the 13F portfolio, value $44,547,214.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 1,162,451 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $48,230,091.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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