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BOK Financial Private Wealth, Inc.: QUAL position timeline

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

BOK Financial Private Wealth, Inc. held 137,745 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,745 shares
    Change vs previous 13F -2,036 shares

    1.55% of the 13F portfolio, value $30,225,386.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 139,781 shares
    Change vs previous 13F -4,171 shares

    1.62% of the 13F portfolio, value $26,811,394.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 143,952 shares
    Change vs previous 13F -2,176 shares

    1.75% of the 13F portfolio, value $28,591,747.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 146,128 shares
    Change vs previous 13F -2,536 shares

    1.79% of the 13F portfolio, value $28,421,896.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 148,664 shares
    Change vs previous 13F -1,039 shares

    1.81% of the 13F portfolio, value $27,178,753.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 149,703 shares
    Change vs previous 13F -6,908 shares

    1.92% of the 13F portfolio, value $25,582,746.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 156,611 shares
    Change vs previous 13F -1,925 shares

    2.03% of the 13F portfolio, value $27,889,287.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 158,536 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $28,425,505.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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