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PERSONAL CFO SOLUTIONS, LLC: IQLT position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 163,109 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,109 shares
    Change vs previous 13F +5,803 shares

    1.17% of the 13F portfolio, value $8,082,049.

    13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, 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 157,306 shares
    Change vs previous 13F +36,755 shares

    1.02% of the 13F portfolio, value $7,272,255.

    13F-HR 0001677501-26-000005 filed by PERSONAL CFO SOLUTIONS, 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 120,551 shares
    Change vs previous 13F +4,921 shares

    0.87% of the 13F portfolio, value $5,479,058.

    13F-HR 0001677501-26-000002 filed by PERSONAL CFO SOLUTIONS, 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 115,630 shares
    Change vs previous 13F +14,784 shares

    0.9% of the 13F portfolio, value $5,109,684.

    13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, 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 100,846 shares
    Change vs previous 13F +6,544 shares

    0.81% of the 13F portfolio, value $4,358,560.

    13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, 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 94,302 shares
    Change vs previous 13F -32,392 shares

    0.76% of the 13F portfolio, value $3,742,833.

    13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, 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 126,694 shares
    Change vs previous 13F +16,242 shares

    0.93% of the 13F portfolio, value $4,702,891.

    13F-HR 0001677501-25-000004 filed by PERSONAL CFO SOLUTIONS, 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 110,452 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,582,642.

    13F-HR 0001677501-24-000006 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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