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Fingerlakes Wealth Management, Inc.: QWLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fingerlakes Wealth Management, Inc. on QWLD, newest first. How the timeline and the estimate are built.

Fingerlakes Wealth Management, Inc. held 33,473 QWLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,473 shares
    Change vs previous 13F +2,413 shares

    2.74% of the 13F portfolio, value $5,085,016.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, 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 31,060 shares
    Change vs previous 13F +795 shares

    2.95% of the 13F portfolio, value $4,445,908.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, 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 30,265 shares
    Change vs previous 13F +1,736 shares

    2.76% of the 13F portfolio, value $4,335,428.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, 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 28,529 shares
    Change vs previous 13F +1,680 shares

    2.61% of the 13F portfolio, value $4,006,345.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, 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 26,849 shares
    Change vs previous 13F +3,309 shares

    2.7% of the 13F portfolio, value $3,621,278.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 23,540 shares
    Change vs previous 13F +979 shares

    2.56% of the 13F portfolio, value $3,005,987.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 22,561 shares
    Change vs previous 13F +964 shares

    2.26% of the 13F portfolio, value $2,794,144.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, 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 21,597 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $2,781,591.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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