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BCU Wealth Advisors, LLC: QUAL position timeline

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

BCU Wealth Advisors, LLC held 2,158 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,158 shares
    Change vs previous 13F -7,382 shares

    0.16% of the 13F portfolio, value $473,550.

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, 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 9,540 shares
    Change vs previous 13F +340 shares

    0.68% of the 13F portfolio, value $1,829,832.

    13F-HR 0002085853-26-000432 filed by BCU Wealth Advisors, 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 9,200 shares
    Change vs previous 13F -7,872 shares

    0.7% of the 13F portfolio, value $1,827,217.

    13F-HR 0002085853-26-000157 filed by BCU Wealth Advisors, 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 17,072 shares
    Change vs previous 13F -1,103 shares

    1.34% of the 13F portfolio, value $3,320,579.

    13F-HR 0002085853-25-000102 filed by BCU Wealth Advisors, 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 18,175 shares
    Change vs previous 13F +2,917 shares

    1.49% of the 13F portfolio, value $3,322,818.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, 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 15,258 shares
    Change vs previous 13F +2,370 shares

    1.36% of the 13F portfolio, value $2,607,398.

    13F-HR 0001667731-25-000449 filed by BCU Wealth Advisors, 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 12,888 shares
    Change vs previous 13F +404 shares

    1.31% of the 13F portfolio, value $2,295,031.

    13F-HR 0001667731-25-000174 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,484 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,238,347.

    13F-HR 0002003570-24-000006 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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