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Great Point Wealth Advisors, LLC: QUS position timeline

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

Great Point Wealth Advisors, LLC held 73,642 QUS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,642 shares
    Change vs previous 13F -10,839 shares

    2.22% of the 13F portfolio, value $13,760,906.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth 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 84,481 shares
    Change vs previous 13F -614 shares

    2.68% of the 13F portfolio, value $14,500,396.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth 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 85,095 shares
    Change vs previous 13F -3,809 shares

    2.71% of the 13F portfolio, value $14,822,351.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth 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 88,904 shares
    Change vs previous 13F -8,070 shares

    2.86% of the 13F portfolio, value $15,220,361.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth 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 ended2025-03-31
    13F 96,974 shares
    Change vs previous 13F -844 shares

    3.29% of the 13F portfolio, value $15,194,899.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth 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 ended2024-12-31
    13F 97,818 shares
    Change vs previous 13F -2,940 shares

    3.31% of the 13F portfolio, value $15,147,093.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth 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 ended2024-09-30
    13F 100,758 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $15,874,478.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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