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Disclosery

BridgePort Financial Solutions, LLC: QUAL position timeline

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

BridgePort Financial Solutions, LLC held 3,299 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,299 shares
    Change vs previous 13F -6,979 shares

    0.18% of the 13F portfolio, value $723,918.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 10,278 shares
    Change vs previous 13F +48 shares

    0.56% of the 13F portfolio, value $1,971,375.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 10,230 shares
    Change vs previous 13F -6,912 shares

    0.55% of the 13F portfolio, value $2,031,943.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 17,142 shares
    Change vs previous 13F -3,660 shares

    0.9% of the 13F portfolio, value $3,334,208.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 20,802 shares
    Change vs previous 13F +448 shares

    1.26% of the 13F portfolio, value $3,803,025.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 20,354 shares
    Change vs previous 13F -203 shares

    1.57% of the 13F portfolio, value $3,478,269.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 20,557 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,678,470.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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