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Disclosery

FINANCIAL LIFE ADVISORS: QUAL position timeline

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

FINANCIAL LIFE ADVISORS held 47,897 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,897 shares
    Change vs previous 13F -303 shares

    3.02% of the 13F portfolio, value $10,644,599.

    13F-HR 0001730813-26-000005 filed by FINANCIAL LIFE ADVISORS
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,200 shares
    Change vs previous 13F -1,205 shares

    3.01% of the 13F portfolio, value $10,576,420.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 49,405 shares
    Change vs previous 13F +950 shares

    2.95% of the 13F portfolio, value $9,476,463.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 48,455 shares
    Change vs previous 13F +1,763 shares

    2.97% of the 13F portfolio, value $9,624,169.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 46,692 shares
    Change vs previous 13F -570 shares

    2.92% of the 13F portfolio, value $9,081,667.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 47,262 shares
    Change vs previous 13F +1,324 shares

    2.96% of the 13F portfolio, value $8,640,439.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 45,938 shares
    Change vs previous 13F +100 shares

    2.93% of the 13F portfolio, value $7,850,345.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 45,838 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $8,162,831.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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