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PALO ALTO WEALTH ADVISORS, LLC: IQLT position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 97,842 IQLT shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 97,842 shares
    Change vs previous 13F +2,488 shares

    1.29% of the 13F portfolio, value $4,420,501.

    13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 95,354 shares
    Change vs previous 13F +1,553 shares

    1.56% of the 13F portfolio, value $4,121,181.

    13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 93,801 shares
    Change vs previous 13F +3,608 shares

    1.54% of the 13F portfolio, value $3,944,339.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 90,193 shares
    Change vs previous 13F +29,560 shares

    1.17% of the 13F portfolio, value $3,347,947.

    13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 60,633 shares
    Change vs previous 13F +600 shares

    1.01% of the 13F portfolio, value $2,434,428.

    13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 60,033 shares
    Change vs previous 13F +2,011 shares

    1.62% of the 13F portfolio, value $2,344,301.

    13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 58,022 shares
    Change vs previous 13F -6,566 shares

    1.62% of the 13F portfolio, value $2,301,153.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 64,588 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $2,425,925.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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