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Successful Portfolios LLC: AIQ position timeline

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

Successful Portfolios LLC held 8,950 AIQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,950 shares
    Change vs previous 13F +1,114 shares

    0.28% of the 13F portfolio, value $598,308.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,836 shares
    Change vs previous 13F +1,048 shares

    0.23% of the 13F portfolio, value $497,336.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,788 shares
    Change vs previous 13F +1,420 shares

    0.17% of the 13F portfolio, value $315,787.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,368 shares
    Change vs previous 13F +954 shares

    0.14% of the 13F portfolio, value $282,252.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,414 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $218,009.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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