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Rollins Financial Advisors, LLC: IQLT position timeline

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

Rollins Financial Advisors, LLC held 10,451 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,451 shares
    Change vs previous 13F -2,193 shares

    0.07% of the 13F portfolio, value $517,847.

    13F-HR 0001765380-26-000270 filed by Rollins Financial 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 ended2026-03-31
    13F 12,644 shares
    Change vs previous 13F -979 shares

    0.09% of the 13F portfolio, value $584,532.

    13F-HR 0001765380-26-000159 filed by Rollins Financial 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 ended2025-12-31
    13F 13,623 shares
    Change vs previous 13F -13,887 shares

    0.09% of the 13F portfolio, value $619,165.

    13F-HR 0001884018-26-000001 filed by Rollins Financial 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 ended2025-09-30
    13F 27,510 shares
    Change vs previous 13F -8,152 shares

    0.18% of the 13F portfolio, value $1,215,656.

    13F-HR 0001765380-25-000462 filed by Rollins Financial 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 ended2025-06-30
    13F 35,662 shares
    Change vs previous 13F +3,032 shares

    0.25% of the 13F portfolio, value $1,541,301.

    13F-HR 0001765380-25-000307 filed by Rollins Financial 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 ended2025-03-31
    13F/A 32,630 shares
    Change vs previous 13F +1,268 shares

    0.23% of the 13F portfolio, value $1,295,084.

    13F-HR/A 0001765380-25-000236 filed by Rollins Financial 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 ended2024-12-31
    13F 31,362 shares
    Change vs previous 13F -5,567 shares

    0.18% of the 13F portfolio, value $1,164,142.

    13F-HR 0001765380-25-000096 filed by Rollins Financial 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 ended2024-09-30
    13F 36,929 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,532,184.

    13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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