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Disclosery

Flywheel Private Wealth LLC: QUAL position timeline

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

Flywheel Private Wealth LLC held 30,071 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,071 shares
    Change vs previous 13F +900 shares

    3.25% of the 13F portfolio, value $6,598,480.

    13F-HR 0001725547-26-000242 filed by Flywheel 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 29,171 shares
    Change vs previous 13F +200 shares

    3.19% of the 13F portfolio, value $5,595,290.

    13F-HR 0001725547-26-000136 filed by Flywheel 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 28,971 shares
    Change vs previous 13F +14,671 shares

    3.59% of the 13F portfolio, value $5,754,220.

    13F-HR 0001725547-26-000020 filed by Flywheel 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 14,300 shares
    Change vs previous 13F +250 shares

    2.17% of the 13F portfolio, value $2,781,350.

    13F-HR 0001725547-25-004114 filed by Flywheel 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 14,050 shares
    Change vs previous 13F 0 shares

    2.06% of the 13F portfolio, value $2,568,621.

    13F-HR 0001725547-25-003450 filed by Flywheel 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 14,050 shares
    Change vs previous 13F -90 shares

    2.19% of the 13F portfolio, value $2,401,005.

    13F-HR 0001725547-25-001412 filed by Flywheel 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 14,140 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $2,518,051.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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