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CONSULTIVA WEALTH MANAGEMENT, CORP.: QAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONSULTIVA WEALTH MANAGEMENT, CORP. on QAI, newest first. How the timeline and the estimate are built.

CONSULTIVA WEALTH MANAGEMENT, CORP. held 28,473 QAI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,473 shares
    Change vs previous 13F -4,817 shares

    2.35% of the 13F portfolio, value $1,042,095.

    13F-HR 0001845849-26-000003 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 33,290 shares
    Change vs previous 13F +20 shares

    3.29% of the 13F portfolio, value $1,135,839.

    13F-HR 0001845849-26-000002 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 33,270 shares
    Change vs previous 13F -1 shares

    3.13% of the 13F portfolio, value $1,114,904.

    13F-HR 0001845849-26-000001 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 33,271 shares
    Change vs previous 13F 0 shares

    3.14% of the 13F portfolio, value $1,118,897.

    13F-HR 0001845849-25-000005 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 33,271 shares
    Change vs previous 13F 0 shares

    3.32% of the 13F portfolio, value $1,075,312.

    13F-HR 0001845849-25-000003 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 33,271 shares
    Change vs previous 13F +28 shares

    3.58% of the 13F portfolio, value $1,041,708.

    13F-HR 0001845849-25-000001 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 33,243 shares
    Change vs previous 13F -1 shares

    5.24% of the 13F portfolio, value $1,044,179.

    13F-HR 0001845849-25-000002 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    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 33,244 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $1,066,453.

    13F-HR 0001845849-24-000005 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
    Filed (acceptance time not in the bulk data set), ingested

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