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Cardinal Strategic Wealth Guidance: QUAL position timeline

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

Cardinal Strategic Wealth Guidance held 106,281 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,281 shares
    Change vs previous 13F -49,487 shares

    5.29% of the 13F portfolio, value $23,321,240.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 155,768 shares
    Change vs previous 13F -3,665 shares

    7.88% of the 13F portfolio, value $29,877,861.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 159,433 shares
    Change vs previous 13F -53,984 shares

    8.28% of the 13F portfolio, value $31,666,583.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 213,417 shares
    Change vs previous 13F -1,989 shares

    11.17% of the 13F portfolio, value $41,509,607.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 215,406 shares
    Change vs previous 13F -348 shares

    11.36% of the 13F portfolio, value $39,380,525.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    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 215,754 shares
    Change vs previous 13F -21,360 shares

    11.78% of the 13F portfolio, value $36,870,202.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    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 237,114 shares
    Change vs previous 13F +21,974 shares

    13.46% of the 13F portfolio, value $42,225,262.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    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 215,140 shares
    Change vs previous 13F not available

    12.63% of the 13F portfolio, value $38,574,602.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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