Spectrum Wealth Counsel, LLC: IAT position timeline

Spectrum Wealth Counsel, LLC held 11,809 IAT shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 11,809 shares

   Change vs previous 13F -54,540 shares

   0.07% of the 13F portfolio, value $550,654.

   13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 66,349 shares

   Change vs previous 13F +694 shares

   0.39% of the 13F portfolio, value $3,341,336.

   13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 65,655 shares

   Change vs previous 13F +65,655 shares

   0.37% of the 13F portfolio, value $3,121,239.

   13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-03-31

   13F 0 shares

   Change vs previous 13F -4,358 shares

   13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2023-12-31

   13F 4,358 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $182,339.

   13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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