Successful Portfolios LLC
CIK
0001721780
City
CLEARWATER
State / Country
FL
Holdings in IQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $137,766 | 13,832 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $136,245 | 13,832 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $101,604 | 10,832 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $104,853 | 10,832 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $106,803 | 10,832 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $138,925 | 13,307 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $132,005 | 13,307 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $128,811 | 13,307 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $126,549 | 13,307 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $112,484 | 13,407 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $132,998 | 13,912 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $138,841 | 13,912 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $131,051 | 13,912 | Shares | Sole | 2023-01-27 |
| 2022-09-30 | $127,016 | 13,912 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $142,041 | 13,912 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $158,982 | 14,032 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $190,694 | 14,032 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $184,941 | 14,032 | Shares | Sole | 2021-10-14 |
| 2021-06-30 | $189,432 | 14,032 | Shares | Sole | 2021-07-23 |
| 2021-03-31 | $181,995 | 14,032 | Shares | Sole | 2021-04-20 |
| 2020-12-31 | $182,977 | 14,032 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $173,435 | 14,032 | Shares | Sole | 2020-10-13 |
| 2020-06-30 | $167,261 | 14,032 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $164,314 | 14,032 | Shares | Sole | 2020-04-23 |