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Boulder Wealth Advisors, LLC: QUAL position timeline

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

Boulder Wealth Advisors, LLC held 154,582 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,582 shares
    Change vs previous 13F +3,901 shares

    12.37% of the 13F portfolio, value $33,919,935.

    13F-HR 0001986152-26-000115 filed by Boulder 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 150,681 shares
    Change vs previous 13F +3,785 shares

    11.54% of the 13F portfolio, value $28,902,105.

    13F-HR 0001986152-26-000077 filed by Boulder 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 146,896 shares
    Change vs previous 13F +1,376 shares

    12.33% of the 13F portfolio, value $29,176,436.

    13F-HR 0001986152-26-000010 filed by Boulder 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 145,520 shares
    Change vs previous 13F +11,469 shares

    13.16% of the 13F portfolio, value $28,303,553.

    13F-HR 0001986152-25-000110 filed by Boulder 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 ended2025-03-31
    13F 134,051 shares
    Change vs previous 13F +2,836 shares

    13.33% of the 13F portfolio, value $22,908,017.

    13F-HR 0001986152-25-000036 filed by Boulder 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 ended2024-12-31
    13F 131,215 shares
    Change vs previous 13F +4,094 shares

    12.04% of the 13F portfolio, value $23,366,783.

    13F-HR 0001986152-25-000022 filed by Boulder 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 ended2024-09-30
    13F 127,121 shares
    Change vs previous 13F not available

    12.39% of the 13F portfolio, value $22,792,775.

    13F-HR 0001986152-24-000057 filed by Boulder Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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