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Disclosery

5T Wealth, LLC: QUAL position timeline

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

5T Wealth, LLC held 49,025 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,025 shares
    Change vs previous 13F -9,656 shares

    4.01% of the 13F portfolio, value $10,757,608.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 58,681 shares
    Change vs previous 13F -356 shares

    4.45% of the 13F portfolio, value $11,255,681.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 59,037 shares
    Change vs previous 13F -5,362 shares

    4.68% of the 13F portfolio, value $11,725,152.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 64,399 shares
    Change vs previous 13F +1,019 shares

    5.46% of the 13F portfolio, value $12,525,398.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 63,380 shares
    Change vs previous 13F +2,657 shares

    5.9% of the 13F portfolio, value $11,587,307.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 60,723 shares
    Change vs previous 13F -10,135 shares

    5.91% of the 13F portfolio, value $10,376,841.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 70,858 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $12,618,229.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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