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Detalus Advisors, LLC: QUAL position timeline

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

Detalus Advisors, LLC held 37,807 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,807 shares
    Change vs previous 13F -47,952 shares

    1.62% of the 13F portfolio, value $8,296,069.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 85,759 shares
    Change vs previous 13F +1,236 shares

    3.76% of the 13F portfolio, value $16,449,518.

    13F-HR 0001799677-26-000003 filed by Detalus 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 ended2025-12-31
    13F 84,523 shares
    Change vs previous 13F -34,053 shares

    4.09% of the 13F portfolio, value $16,787,886.

    13F-HR 0001799677-26-000001 filed by Detalus 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 ended2025-09-30
    13F 118,576 shares
    Change vs previous 13F -11,179 shares

    5.97% of the 13F portfolio, value $23,063,119.

    13F-HR 0001799677-25-000007 filed by Detalus 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 ended2025-06-30
    13F 129,755 shares
    Change vs previous 13F +5,712 shares

    6.88% of the 13F portfolio, value $23,721,856.

    13F-HR 0001799677-25-000004 filed by Detalus 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 ended2025-03-31
    13F 124,043 shares
    Change vs previous 13F +9,841 shares

    6.66% of the 13F portfolio, value $21,197,791.

    13F-HR 0001799677-25-000003 filed by Detalus 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 ended2024-12-31
    13F 114,202 shares
    Change vs previous 13F -322 shares

    6.7% of the 13F portfolio, value $20,337,174.

    13F-HR 0001799677-25-000001 filed by Detalus 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 ended2024-09-30
    13F 114,524 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $20,534,205.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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