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SWEENEY & MICHEL, LLC: IQLT position timeline

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

SWEENEY & MICHEL, LLC held 45,216 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,216 shares
    Change vs previous 13F +2,278 shares

    0.61% of the 13F portfolio, value $2,336,294.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 42,938 shares
    Change vs previous 13F +4,489 shares

    0.62% of the 13F portfolio, value $2,099,664.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 38,449 shares
    Change vs previous 13F +3,742 shares

    0.56% of the 13F portfolio, value $1,882,459.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 34,707 shares
    Change vs previous 13F +2,695 shares

    0.51% of the 13F portfolio, value $1,521,571.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 32,012 shares
    Change vs previous 13F +2,072 shares

    0.49% of the 13F portfolio, value $1,376,846.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 29,940 shares
    Change vs previous 13F +6,341 shares

    0.47% of the 13F portfolio, value $1,074,841.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 23,599 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $956,218.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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