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Disclosery

TFC Financial Management, Inc.: IQLT position timeline

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

TFC Financial Management, Inc. held 9,767 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,767 shares
    Change vs previous 13F +1,769 shares

    0.05% of the 13F portfolio, value $483,969.

    13F-HR 0001398344-26-012512 filed by TFC Financial 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 7,998 shares
    Change vs previous 13F -2,600 shares

    0.05% of the 13F portfolio, value $369,760.

    13F-HR 0001398344-26-006946 filed by TFC Financial 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 10,598 shares
    Change vs previous 13F -117 shares

    0.06% of the 13F portfolio, value $481,691.

    13F-HR 0001398344-26-001127 filed by TFC Financial 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 10,715 shares
    Change vs previous 13F -10 shares

    0.06% of the 13F portfolio, value $473,475.

    13F-HR 0001398344-25-019713 filed by TFC Financial 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 10,725 shares
    Change vs previous 13F -620 shares

    0.06% of the 13F portfolio, value $463,514.

    13F-HR 0001398344-25-013951 filed by TFC Financial 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 11,345 shares
    Change vs previous 13F -1,875 shares

    0.07% of the 13F portfolio, value $450,303.

    13F-HR 0001398344-25-007601 filed by TFC Financial 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 13,220 shares
    Change vs previous 13F +46 shares

    0.08% of the 13F portfolio, value $490,745.

    13F-HR 0001398344-25-001389 filed by TFC Financial 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 13,174 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $546,608.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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