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FORTE ASSET MANAGEMENT LLC: QUAL position timeline

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

FORTE ASSET MANAGEMENT LLC held 50,470 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,470 shares
    Change vs previous 13F +248 shares

    4.52% of the 13F portfolio, value $11,216,424.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,222 shares
    Change vs previous 13F +405 shares

    4.5% of the 13F portfolio, value $11,020,154.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    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 49,817 shares
    Change vs previous 13F -120 shares

    4.19% of the 13F portfolio, value $9,555,324.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,937 shares
    Change vs previous 13F -74 shares

    4.5% of the 13F portfolio, value $9,918,580.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 50,011 shares
    Change vs previous 13F -9,769 shares

    4.68% of the 13F portfolio, value $9,727,191.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 59,780 shares
    Change vs previous 13F -2,596 shares

    5.57% of the 13F portfolio, value $10,929,000.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT LLC
    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 62,376 shares
    Change vs previous 13F +7,311 shares

    5.37% of the 13F portfolio, value $10,659,422.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 55,065 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $9,805,929.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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