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Wealthspire Advisors, LLC: IQLT position timeline

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

Wealthspire Advisors, LLC held 45,435 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,435 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $2,251,301.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 45,260 shares
    Change vs previous 13F -3,177 shares

    0.02% of the 13F portfolio, value $2,092,372.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 48,437 shares
    Change vs previous 13F -1,048 shares

    0.02% of the 13F portfolio, value $2,201,444.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 49,485 shares
    Change vs previous 13F -4,564 shares

    0.01% of the 13F portfolio, value $2,186,735.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 54,049 shares
    Change vs previous 13F -2,820 shares

    0.01% of the 13F portfolio, value $2,335,991.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 56,869 shares
    Change vs previous 13F -4,377 shares

    0.01% of the 13F portfolio, value $2,257,144.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 61,246 shares
    Change vs previous 13F -3,980 shares

    0.02% of the 13F portfolio, value $2,273,464.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 65,226 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,706,228.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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