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Patton Albertson Miller Group, LLC: IQLT position timeline

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

Patton Albertson Miller Group, LLC held 133,921 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 133,921 shares
    Change vs previous 13F -2,290 shares

    0.66% of the 13F portfolio, value $6,635,786.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, 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 136,211 shares
    Change vs previous 13F -1,763 shares

    0.75% of the 13F portfolio, value $6,297,035.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, 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 137,974 shares
    Change vs previous 13F -34,802 shares

    0.74% of the 13F portfolio, value $6,270,918.

    13F-HR 0001511037-26-000002 filed by Patton Albertson Miller Group, 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 172,776 shares
    Change vs previous 13F -3,659 shares

    0.92% of the 13F portfolio, value $7,634,971.

    13F-HR 0001511037-25-000005 filed by Patton Albertson Miller Group, 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 176,435 shares
    Change vs previous 13F -11,550 shares

    1% of the 13F portfolio, value $7,625,521.

    13F-HR 0001667731-25-000856 filed by Patton Albertson Miller Group, 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/A 187,985 shares
    Change vs previous 13F -11,614 shares

    1.11% of the 13F portfolio, value $7,461,125.

    13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller Group, 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 199,599 shares
    Change vs previous 13F -6,276 shares

    0.99% of the 13F portfolio, value $7,409,115.

    13F-HR 0001667731-25-000064 filed by Patton Albertson Miller Group, 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 205,875 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $8,541,754.

    13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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