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Steele Capital Management, Inc.: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steele Capital Management, Inc. on AIQ, newest first. How the timeline and the estimate are built.

Steele Capital Management, Inc. held 227,715 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,715 shares
    Change vs previous 13F +13,615 shares

    0.55% of the 13F portfolio, value $14,940,484.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    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 214,100 shares
    Change vs previous 13F +8,652 shares

    0.41% of the 13F portfolio, value $9,992,047.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    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 205,448 shares
    Change vs previous 13F +18,333 shares

    0.45% of the 13F portfolio, value $10,458,354.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    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 187,115 shares
    Change vs previous 13F +30,725 shares

    0.41% of the 13F portfolio, value $9,241,610.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    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 156,390 shares
    Change vs previous 13F +60,402 shares

    0.33% of the 13F portfolio, value $6,840,113.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    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 95,988 shares
    Change vs previous 13F +21,768 shares

    0.18% of the 13F portfolio, value $3,492,044.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    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 74,220 shares
    Change vs previous 13F +21,980 shares

    0.15% of the 13F portfolio, value $2,868,641.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    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 52,240 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,941,761.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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