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Wells Financial Advisors INC: IQLT position timeline

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

Wells Financial Advisors INC held 8,816 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,816 shares
    Change vs previous 13F -510 shares

    4.05% of the 13F portfolio, value $436,833.

    13F-HR 0001844454-26-000004 filed by Wells 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 9,326 shares
    Change vs previous 13F -1,475 shares

    1.96% of the 13F portfolio, value $431,141.

    13F-HR 0001844454-26-000003 filed by Wells 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 10,801 shares
    Change vs previous 13F -13,406 shares

    0.93% of the 13F portfolio, value $490,905.

    13F-HR 0001844454-26-000001 filed by Wells 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 24,207 shares
    Change vs previous 13F -699 shares

    1.43% of the 13F portfolio, value $1,069,707.

    13F-HR 0001844454-25-000007 filed by Wells 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 24,906 shares
    Change vs previous 13F -1,155 shares

    1.48% of the 13F portfolio, value $1,076,437.

    13F-HR 0001844454-25-000005 filed by Wells 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 26,061 shares
    Change vs previous 13F -51 shares

    1.43% of the 13F portfolio, value $1,034,361.

    13F-HR 0001844454-25-000004 filed by Wells 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 26,112 shares
    Change vs previous 13F -4,510 shares

    1.32% of the 13F portfolio, value $969,277.

    13F-HR 0001844454-25-000002 filed by Wells 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 30,622 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,270,507.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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