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Disclosery

Financial Advisors, LLC: QUAL position timeline

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

Financial Advisors, LLC held 324,192 QUAL shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 324,192 shares
    Change vs previous 13F -10,900 shares

    11.17% of the 13F portfolio, value $63,055,352.

    13F-HR 0001951757-25-001314 filed by Financial 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 ended2025-06-30
    13F 335,092 shares
    Change vs previous 13F -154 shares

    11.41% of the 13F portfolio, value $61,261,568.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 335,246 shares
    Change vs previous 13F +818 shares

    11.3% of the 13F portfolio, value $57,290,148.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 334,428 shares
    Change vs previous 13F -3,803 shares

    11.42% of the 13F portfolio, value $59,554,944.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 338,231 shares
    Change vs previous 13F -942 shares

    11.55% of the 13F portfolio, value $60,644,903.

    13F-HR 0001951757-24-001057 filed by Financial 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 ended2024-06-30
    13F 339,173 shares
    Change vs previous 13F -1,974 shares

    11.84% of the 13F portfolio, value $57,917,259.

    13F-HR 0001951757-24-000513 filed by Financial 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 ended2024-03-31
    13F 341,147 shares
    Change vs previous 13F -1,325 shares

    11.61% of the 13F portfolio, value $56,067,551.

    13F-HR 0001951757-24-000438 filed by Financial 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 ended2023-12-31
    13F 342,472 shares
    Change vs previous 13F not available

    11.3% of the 13F portfolio, value $50,391,378.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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