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AGILIS PARTNERS LLC: QUAL position timeline

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

AGILIS PARTNERS LLC held 13,315 QUAL shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 13,315 shares
    Change vs previous 13F -235 shares

    0.71% of the 13F portfolio, value $2,371,135.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 13,550 shares
    Change vs previous 13F -233 shares

    0.68% of the 13F portfolio, value $2,429,515.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 13,783 shares
    Change vs previous 13F -2,232 shares

    0.72% of the 13F portfolio, value $2,353,585.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 16,015 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $2,632,065.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 16,015 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,356,447.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 16,015 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $2,111,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 16,015 shares
    Change vs previous 13F -1,528 shares

    0.84% of the 13F portfolio, value $2,160,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 17,543 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,176,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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