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Thrive Wealth Management, LLC: IQLT position timeline

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

Thrive Wealth Management, LLC held 91,017 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,017 shares
    Change vs previous 13F +232 shares

    0.58% of the 13F portfolio, value $4,509,898.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 90,785 shares
    Change vs previous 13F -63 shares

    0.63% of the 13F portfolio, value $4,196,991.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, 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 90,848 shares
    Change vs previous 13F +1,746 shares

    0.61% of the 13F portfolio, value $4,129,042.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, 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 89,102 shares
    Change vs previous 13F +328 shares

    0.59% of the 13F portfolio, value $3,937,423.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 88,774 shares
    Change vs previous 13F -2,530 shares

    0.62% of the 13F portfolio, value $3,836,818.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 91,304 shares
    Change vs previous 13F -6,295 shares

    0.69% of the 13F portfolio, value $3,623,876.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 97,599 shares
    Change vs previous 13F -6,585 shares

    0.65% of the 13F portfolio, value $3,622,859.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
    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 104,184 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,322,614.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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