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Goldstein Advisors, LLC: QUAL position timeline

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

Goldstein Advisors, LLC held 11,343 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,343 shares
    Change vs previous 13F -119,007 shares

    0.23% of the 13F portfolio, value $2,488,944.

    13F-HR 0001172661-26-002693 filed by Goldstein Advisors, 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 130,350 shares
    Change vs previous 13F -38,846 shares

    2.78% of the 13F portfolio, value $25,002,398.

    13F-HR 0001172661-26-001553 filed by Goldstein Advisors, 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 169,196 shares
    Change vs previous 13F -118,868 shares

    3.83% of the 13F portfolio, value $33,605,710.

    13F-HR 0001172661-26-000596 filed by Goldstein Advisors, 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 288,064 shares
    Change vs previous 13F -10,654 shares

    6.81% of the 13F portfolio, value $56,028,448.

    13F-HR 0001172661-25-004337 filed by Goldstein Advisors, 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 298,718 shares
    Change vs previous 13F +3,752 shares

    7.34% of the 13F portfolio, value $54,611,625.

    13F-HR 0001172661-25-002781 filed by Goldstein Advisors, 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 294,966 shares
    Change vs previous 13F +274 shares

    7.37% of the 13F portfolio, value $50,406,740.

    13F-HR 0001172661-25-001539 filed by Goldstein Advisors, 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 294,692 shares
    Change vs previous 13F +12,656 shares

    7.62% of the 13F portfolio, value $52,478,751.

    13F-HR 0001172661-25-000256 filed by Goldstein Advisors, 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 282,036 shares
    Change vs previous 13F not available

    7.69% of the 13F portfolio, value $50,569,055.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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