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Wealthspire Retirement, LLC: IQLT position timeline

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

Wealthspire Retirement, LLC held 211,239 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 211,239 shares
    Change vs previous 13F -53,259 shares

    0.57% of the 13F portfolio, value $10,466,897.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 264,498 shares
    Change vs previous 13F -7,122 shares

    0.73% of the 13F portfolio, value $12,227,759.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 271,620 shares
    Change vs previous 13F +7,241 shares

    0.75% of the 13F portfolio, value $12,345,144.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 264,379 shares
    Change vs previous 13F +16,641 shares

    0.75% of the 13F portfolio, value $11,682,928.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 247,738 shares
    Change vs previous 13F +15,100 shares

    0.71% of the 13F portfolio, value $10,707,256.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 232,638 shares
    Change vs previous 13F +12,828 shares

    0.73% of the 13F portfolio, value $9,233,412.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 219,810 shares
    Change vs previous 13F +10,460 shares

    0.64% of the 13F portfolio, value $8,159,356.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, 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 209,350 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $8,685,937.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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