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Disclosery

Crown Wealth Group, LLC: QUAL position timeline

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

Crown Wealth Group, LLC held 11,775 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,775 shares
    Change vs previous 13F -39,049 shares

    0.66% of the 13F portfolio, value $2,583,788.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 50,824 shares
    Change vs previous 13F -526 shares

    2.86% of the 13F portfolio, value $9,748,508.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 51,350 shares
    Change vs previous 13F -2,331 shares

    2.85% of the 13F portfolio, value $10,199,211.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 53,681 shares
    Change vs previous 13F -7,151 shares

    3.14% of the 13F portfolio, value $10,440,903.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 60,832 shares
    Change vs previous 13F +6,234 shares

    4.18% of the 13F portfolio, value $11,121,348.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 54,598 shares
    Change vs previous 13F -6,112 shares

    4.84% of the 13F portfolio, value $9,330,209.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 60,710 shares
    Change vs previous 13F +382 shares

    4.4% of the 13F portfolio, value $10,811,156.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    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 60,328 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $10,816,844.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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