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Ellis Investment Partners, LLC: QUAL position timeline

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

Ellis Investment Partners, LLC held 12,740 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,740 shares
    Change vs previous 13F +337 shares

    0.42% of the 13F portfolio, value $2,795,666.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 12,403 shares
    Change vs previous 13F +63 shares

    0.41% of the 13F portfolio, value $2,379,205.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 12,340 shares
    Change vs previous 13F +1,588 shares

    0.43% of the 13F portfolio, value $2,451,054.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 10,752 shares
    Change vs previous 13F -322 shares

    0.38% of the 13F portfolio, value $2,091,381.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 11,074 shares
    Change vs previous 13F -2,785 shares

    0.39% of the 13F portfolio, value $2,024,609.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 13,859 shares
    Change vs previous 13F +1,074 shares

    0.49% of the 13F portfolio, value $2,368,413.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 12,785 shares
    Change vs previous 13F +1,481 shares

    0.45% of the 13F portfolio, value $2,276,724.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 11,304 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,026,726.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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