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Wolff Financial Management LLC: IQLT position timeline

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

Wolff Financial Management LLC held 6,024 IQLT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,024 shares
    Change vs previous 13F -112 shares

    0.06% of the 13F portfolio, value $298,487.

    13F-HR 0001767940-26-000004 filed by Wolff Financial Management 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 6,136 shares
    Change vs previous 13F -3,153 shares

    0.06% of the 13F portfolio, value $283,680.

    13F-HR 0001767940-26-000003 filed by Wolff Financial Management 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 9,289 shares
    Change vs previous 13F +61 shares

    0.09% of the 13F portfolio, value $422,174.

    13F-HR 0001767940-26-000001 filed by Wolff Financial Management 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 9,228 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $407,790.

    13F-HR 0001767940-25-000006 filed by Wolff Financial Management 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 9,229 shares
    Change vs previous 13F -109 shares

    0.1% of the 13F portfolio, value $399,000.

    13F-HR 0001767940-25-000004 filed by Wolff Financial Management 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 9,338 shares
    Change vs previous 13F -867 shares

    0.1% of the 13F portfolio, value $371,000.

    13F-HR 0001767940-25-000003 filed by Wolff Financial Management 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 10,205 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $379,000.

    13F-HR 0001767940-25-000001 filed by Wolff Financial Management 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 10,205 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $423,000.

    13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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