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Flagship Private Wealth, LLC: QUAL position timeline

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

Flagship Private Wealth, LLC held 51,134 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,134 shares
    Change vs previous 13F +1,566 shares

    3.97% of the 13F portfolio, value $11,220,387.

    13F-HR 0002085853-26-000929 filed by Flagship Private Wealth, LLC
    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 49,568 shares
    Change vs previous 13F +75 shares

    3.86% of the 13F portfolio, value $9,507,623.

    13F-HR 0002085853-26-000487 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 49,493 shares
    Change vs previous 13F -1,838 shares

    3.87% of the 13F portfolio, value $9,830,349.

    13F-HR 0002085853-26-000195 filed by Flagship Private Wealth, LLC
    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 51,331 shares
    Change vs previous 13F -11,759 shares

    4.01% of the 13F portfolio, value $9,983,835.

    13F-HR 0002085853-25-000213 filed by Flagship Private Wealth, LLC
    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/A 63,090 shares
    Change vs previous 13F +2,788 shares

    4.9% of the 13F portfolio, value $11,534,101.

    13F-HR/A 0001667731-25-001056 filed by Flagship Private Wealth, LLC
    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 60,302 shares
    Change vs previous 13F +6,063 shares

    4.91% of the 13F portfolio, value $10,305,027.

    13F-HR 0001667731-25-000427 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 54,239 shares
    Change vs previous 13F +11,685 shares

    4.65% of the 13F portfolio, value $9,658,824.

    13F-HR 0001667731-25-000072 filed by Flagship Private Wealth, LLC
    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 42,554 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $7,629,998.

    13F-HR 0001842560-24-000004 filed by Flagship Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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