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Forthright Family Wealth Advisory LLC: QUAL position timeline

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

Forthright Family Wealth Advisory LLC held 55,610 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,610 shares
    Change vs previous 13F -4,975 shares

    6.9% of the 13F portfolio, value $12,202,517.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 60,585 shares
    Change vs previous 13F +3,050 shares

    6.68% of the 13F portfolio, value $9,957,145.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 57,535 shares
    Change vs previous 13F +864 shares

    7.18% of the 13F portfolio, value $11,427,598.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 56,671 shares
    Change vs previous 13F -1,624 shares

    6.78% of the 13F portfolio, value $11,022,510.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 58,295 shares
    Change vs previous 13F -1,237 shares

    6.75% of the 13F portfolio, value $10,657,492.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 59,532 shares
    Change vs previous 13F +1,046 shares

    6.72% of the 13F portfolio, value $10,173,423.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 58,486 shares
    Change vs previous 13F +1,810 shares

    6.77% of the 13F portfolio, value $10,415,187.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 56,676 shares
    Change vs previous 13F not available

    6.79% of the 13F portfolio, value $10,567,807.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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