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Empirical Asset Management, LLC: QUAL position timeline

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

Empirical Asset Management, LLC held 2,313 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,313 shares
    Change vs previous 13F -1,252 shares

    0.11% of the 13F portfolio, value $507,455.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 3,565 shares
    Change vs previous 13F -69 shares

    0.18% of the 13F portfolio, value $683,822.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 3,634 shares
    Change vs previous 13F -1,867 shares

    0.2% of the 13F portfolio, value $721,842.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, 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 5,501 shares
    Change vs previous 13F -545 shares

    0.3% of the 13F portfolio, value $1,069,902.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, 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 6,046 shares
    Change vs previous 13F +434 shares

    0.34% of the 13F portfolio, value $1,105,349.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, 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 5,612 shares
    Change vs previous 13F +970 shares

    0.33% of the 13F portfolio, value $959,001.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 4,642 shares
    Change vs previous 13F +11 shares

    0.28% of the 13F portfolio, value $826,686.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 4,631 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $830,416.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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