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Bluespring Wealth Management, LLC: QUAL position timeline

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

Bluespring Wealth Management, LLC held 1,046,876 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,046,876 shares
    Change vs previous 13F +266,527 shares

    4.42% of the 13F portfolio, value $229,715,949.

    13F-HR 0001557485-26-000004 filed by Bluespring Wealth Management, 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 780,349 shares
    Change vs previous 13F +21,513 shares

    12.9% of the 13F portfolio, value $149,678,811.

    13F-HR 0001085146-26-000355 filed by Bluespring Wealth Management, 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 758,836 shares
    Change vs previous 13F -19,790 shares

    12.98% of the 13F portfolio, value $150,720,026.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth Management, 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 778,626 shares
    Change vs previous 13F +3,253 shares

    13.17% of the 13F portfolio, value $151,442,784.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth Management, 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 775,373 shares
    Change vs previous 13F +20,271 shares

    13.48% of the 13F portfolio, value $141,753,681.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, 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 755,102 shares
    Change vs previous 13F +10,996 shares

    13.15% of the 13F portfolio, value $129,039,337.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth Management, 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 744,106 shares
    Change vs previous 13F +27,788 shares

    13.6% of the 13F portfolio, value $132,510,371.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth Management, 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 716,318 shares
    Change vs previous 13F not available

    12.89% of the 13F portfolio, value $128,435,807.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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