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Disclosery

Wealth Quarterback LLC: IIM position timeline

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

Wealth Quarterback LLC held 31,067 IIM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,067 shares
    Change vs previous 13F +190 shares

    0.12% of the 13F portfolio, value $395,477.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 30,877 shares
    Change vs previous 13F -23,314 shares

    0.15% of the 13F portfolio, value $375,460.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 54,191 shares
    Change vs previous 13F -157 shares

    0.24% of the 13F portfolio, value $667,629.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 54,348 shares
    Change vs previous 13F -816 shares

    0.26% of the 13F portfolio, value $682,071.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 55,164 shares
    Change vs previous 13F -4 shares

    0.3% of the 13F portfolio, value $642,113.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 55,168 shares
    Change vs previous 13F +847 shares

    0.37% of the 13F portfolio, value $660,361.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 54,321 shares
    Change vs previous 13F +291 shares

    0.3% of the 13F portfolio, value $645,876.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 54,030 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $695,905.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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