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Certus Wealth Management, LLC: QUAL position timeline

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

Certus Wealth Management, LLC held 39,619 QUAL shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 39,619 shares
    Change vs previous 13F -3,783 shares

    4.61% of the 13F portfolio, value $7,705,896.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 43,402 shares
    Change vs previous 13F +799 shares

    5.11% of the 13F portfolio, value $7,934,754.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 42,603 shares
    Change vs previous 13F +5,482 shares

    5.1% of the 13F portfolio, value $7,512,613.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 37,121 shares
    Change vs previous 13F +496 shares

    4.58% of the 13F portfolio, value $6,839,359.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 36,625 shares
    Change vs previous 13F +1,625 shares

    4.57% of the 13F portfolio, value $6,566,863.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 35,000 shares
    Change vs previous 13F +11,162 shares

    4.54% of the 13F portfolio, value $5,976,600.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 23,838 shares
    Change vs previous 13F -10,160 shares

    3.02% of the 13F portfolio, value $3,794,771.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 33,998 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $5,002,466.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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