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TOBIAS FINANCIAL ADVISORS, INC.: IQLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on IQLT, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 1,061,444 IQLT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,061,444 shares
    Change vs previous 13F +33,528 shares

    6.68% of the 13F portfolio, value $52,594,545.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, 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 1,027,916 shares
    Change vs previous 13F -13,075 shares

    6.62% of the 13F portfolio, value $47,520,565.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, 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 1,040,991 shares
    Change vs previous 13F +87,531 shares

    6.68% of the 13F portfolio, value $47,313,049.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, 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 953,460 shares
    Change vs previous 13F +49,752 shares

    6.4% of the 13F portfolio, value $42,133,393.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, 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 903,708 shares
    Change vs previous 13F +44,708 shares

    6.69% of the 13F portfolio, value $39,058,260.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, 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 859,000 shares
    Change vs previous 13F +30,807 shares

    6.62% of the 13F portfolio, value $34,093,714.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, 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 828,193 shares
    Change vs previous 13F +882 shares

    6.18% of the 13F portfolio, value $30,742,528.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 827,311 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $34,325,126.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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