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SFI Advisors, LLC: IQLT position timeline

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

SFI Advisors, LLC held 33,876 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,876 shares
    Change vs previous 13F -1,480 shares

    1.45% of the 13F portfolio, value $1,678,556.

    13F-HR 0001172661-26-002831 filed by SFI 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 35,356 shares
    Change vs previous 13F -35,338 shares

    1.72% of the 13F portfolio, value $1,634,508.

    13F-HR 0001172661-26-001600 filed by SFI 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 70,694 shares
    Change vs previous 13F +391 shares

    2.06% of the 13F portfolio, value $3,213,042.

    13F-HR 0001172661-26-000605 filed by SFI 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 70,303 shares
    Change vs previous 13F -570 shares

    1.98% of the 13F portfolio, value $3,106,690.

    13F-HR 0001172661-25-004481 filed by SFI 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 70,873 shares
    Change vs previous 13F -4,929 shares

    2.12% of the 13F portfolio, value $3,063,131.

    13F-HR 0001172661-25-003026 filed by SFI 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 75,802 shares
    Change vs previous 13F +8,476 shares

    2.22% of the 13F portfolio, value $3,008,581.

    13F-HR 0001172661-25-001778 filed by SFI 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 67,326 shares
    Change vs previous 13F +2,890 shares

    1.75% of the 13F portfolio, value $2,499,141.

    13F-HR 0001172661-25-001066 filed by SFI 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 64,436 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,673,450.

    13F-HR 0001172661-24-004618 filed by SFI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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