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Financial Guidance Group, Inc.: QEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Guidance Group, Inc. on QEFA, newest first. How the timeline and the estimate are built.

Financial Guidance Group, Inc. held 151,649 QEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,649 shares
    Change vs previous 13F +3,496 shares

    5.45% of the 13F portfolio, value $14,560,556.

    13F-HR 0001929349-26-000008 filed by Financial Guidance Group, 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 148,153 shares
    Change vs previous 13F +3,761 shares

    5.55% of the 13F portfolio, value $13,818,209.

    13F-HR 0001929349-26-000004 filed by Financial Guidance Group, 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 144,392 shares
    Change vs previous 13F +4,477 shares

    5.36% of the 13F portfolio, value $13,092,066.

    13F-HR 0001929349-26-000002 filed by Financial Guidance Group, 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 139,915 shares
    Change vs previous 13F +3,041 shares

    5.51% of the 13F portfolio, value $12,299,951.

    13F-HR 0001929349-25-000005 filed by Financial Guidance Group, 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 136,874 shares
    Change vs previous 13F +7,486 shares

    5.67% of the 13F portfolio, value $11,680,859.

    13F-HR 0001085146-25-004235 filed by Financial Guidance Group, 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 129,388 shares
    Change vs previous 13F +4,203 shares

    5.52% of the 13F portfolio, value $10,215,976.

    13F-HR 0001085146-25-002270 filed by Financial Guidance Group, 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 125,185 shares
    Change vs previous 13F -346 shares

    4.97% of the 13F portfolio, value $9,077,180.

    13F-HR 0001085146-25-000604 filed by Financial Guidance Group, 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 125,531 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $10,102,905.

    13F-HR 0001085146-24-005072 filed by Financial Guidance Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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