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Wade Financial Advisory, Inc: IQLT position timeline

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

Wade Financial Advisory, Inc held 255,861 IQLT shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 255,861 shares
    Change vs previous 13F +2,063 shares

    3.48% of the 13F portfolio, value $10,155,128.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 253,798 shares
    Change vs previous 13F +9,296 shares

    3.19% of the 13F portfolio, value $9,420,978.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 244,502 shares
    Change vs previous 13F +11,918 shares

    3.41% of the 13F portfolio, value $10,144,371.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 232,584 shares
    Change vs previous 13F +5,964 shares

    3.27% of the 13F portfolio, value $9,082,407.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 226,620 shares
    Change vs previous 13F +14,692 shares

    3.28% of the 13F portfolio, value $8,987,738.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 211,928 shares
    Change vs previous 13F -7,820 shares

    3.01% of the 13F portfolio, value $7,959,999.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 219,748 shares
    Change vs previous 13F +6,043 shares

    3.16% of the 13F portfolio, value $7,385,744.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 213,705 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $7,607,913.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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