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Delta Wealth Advisors LLC: QUAL position timeline

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

Delta Wealth Advisors LLC held 10,854 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,854 shares
    Change vs previous 13F -1,240 shares

    1.66% of the 13F portfolio, value $2,412,272.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,094 shares
    Change vs previous 13F -2,064 shares

    1.9% of the 13F portfolio, value $2,653,815.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,158 shares
    Change vs previous 13F -1,499 shares

    2.07% of the 13F portfolio, value $2,715,697.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,657 shares
    Change vs previous 13F -1,548 shares

    2.6% of the 13F portfolio, value $3,109,770.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,205 shares
    Change vs previous 13F -1,435 shares

    2.62% of the 13F portfolio, value $3,346,428.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,640 shares
    Change vs previous 13F -589 shares

    2.85% of the 13F portfolio, value $3,407,769.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,229 shares
    Change vs previous 13F -739 shares

    2.98% of the 13F portfolio, value $3,286,120.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,968 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $3,555,984.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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