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Focus Partners Wealth: IQLT position timeline

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

Focus Partners Wealth held 711,355 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 711,355 shares
    Change vs previous 13F -26,581 shares

    0.03% of the 13F portfolio, value $35,247,674.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 459,291 shares
    • Focus Partners Advisor Solutions, LLC: 252,064 shares

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

  2. period ended2026-03-31
    13F 737,936 shares
    Change vs previous 13F +69,338 shares

    0.03% of the 13F portfolio, value $34,678,140.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 486,196 shares
    • Focus Partners Advisor Solutions, LLC: 251,740 shares

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

  3. period ended2025-12-31
    13F 668,598 shares
    Change vs previous 13F +121,899 shares

    0.03% of the 13F portfolio, value $30,387,783.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 486,613 shares
    • Focus Partners Advisor Solutions, LLC: 181,985 shares

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

  4. period ended2025-09-30
    13F 546,699 shares
    Change vs previous 13F -4,587 shares

    0.03% of the 13F portfolio, value $24,171,175.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 446,226 shares
    • Focus Partners Advisor Solutions, LLC: 100,473 shares

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

  5. period ended2025-06-30
    13F 551,286 shares
    Change vs previous 13F +336,256 shares

    0.04% of the 13F portfolio, value $23,826,694.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 424,931 shares
    • Focus Partners Advisor Solutions, LLC: 126,355 shares

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

  6. period ended2025-03-31
    13F/A 215,030 shares
    Change vs previous 13F +30,963 shares

    0.02% of the 13F portfolio, value $8,534,528.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 153,053 shares
    • Focus Partners Advisor Solutions, LLC: 61,977 shares

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

  7. period ended2024-12-31
    13F/A 184,067 shares
    Change vs previous 13F +92,752 shares

    0.02% of the 13F portfolio, value $6,832,627.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 134,371 shares
    • Focus Partners Advisor Solutions, LLC: 49,696 shares

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

  8. period ended2024-09-30
    13F 91,315 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,788,653.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 68,401 shares
    • Focus Partners Advisor Solutions, LLC: 22,914 shares

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