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Advus Financial Partners, LLC: QUAL position timeline

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

Advus Financial Partners, LLC held 84,615 QUAL shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 84,615 shares
    Change vs previous 13F -5,115 shares

    5.29% of the 13F portfolio, value $18,567,037.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 89,730 shares
    Change vs previous 13F -16,052 shares

    6.52% of the 13F portfolio, value $17,211,189.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 105,782 shares
    Change vs previous 13F +1,526 shares

    7.55% of the 13F portfolio, value $21,010,497.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 104,256 shares
    Change vs previous 13F +1,575 shares

    7.52% of the 13F portfolio, value $20,277,698.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 102,681 shares
    Change vs previous 13F +3,962 shares

    7.41% of the 13F portfolio, value $18,772,188.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 98,719 shares
    Change vs previous 13F +3,800 shares

    7.23% of the 13F portfolio, value $16,870,000.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 94,919 shares
    Change vs previous 13F +6,150 shares

    7.24% of the 13F portfolio, value $16,903,109.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 88,769 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $15,916,265.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested