Daniels&Tansey,LLP: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daniels&Tansey,LLP on QUAL, newest first. How the timeline and the estimate are built.

Daniels&Tansey,LLP held 0 QUAL shares at 2022-06-30 per its 13F-HR filed 2022-07-29.

the latest 13F is the newest step

period ended2022-06-30
13F 0 shares
Change vs previous 13F -1,663 shares
13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
Filed 2022-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 1,663 shares
Change vs previous 13F -963 shares
0.08% of the 13F portfolio, value $223,000.
13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
Filed 2022-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 2,626 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $382,000.
13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
Filed 2022-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).