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Ergawealth Advisors, Inc.: QUAL position timeline

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

Ergawealth Advisors, Inc. held 4,982 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,982 shares
    Change vs previous 13F +7 shares

    0.42% of the 13F portfolio, value $1,093,230.

    13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, Inc.
    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 4,975 shares
    Change vs previous 13F +9 shares

    0.42% of the 13F portfolio, value $954,306.

    13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, Inc.
    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 4,966 shares
    Change vs previous 13F -755 shares

    0.45% of the 13F portfolio, value $986,369.

    13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, Inc.
    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 5,721 shares
    Change vs previous 13F +10 shares

    0.52% of the 13F portfolio, value $1,112,796.

    13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, Inc.
    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 5,711 shares
    Change vs previous 13F -319 shares

    0.47% of the 13F portfolio, value $1,044,159.

    13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, Inc.
    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 6,030 shares
    Change vs previous 13F -51 shares

    0.51% of the 13F portfolio, value $1,030,393.

    13F-HR 0001951757-25-000404 filed by Ergawealth Advisors, Inc.
    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 6,081 shares
    Change vs previous 13F -517 shares

    0.54% of the 13F portfolio, value $1,082,974.

    13F-HR 0001951757-25-000183 filed by Ergawealth Advisors, Inc.
    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 6,598 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,182,963.

    13F-HR 0001951757-24-001102 filed by Ergawealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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