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Guided Capital Wealth Management, LLC: QUAL position timeline

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

Guided Capital Wealth Management, LLC held 0 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -49,401 shares

    13F-HR 0001951757-26-001037 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 49,401 shares
    Change vs previous 13F -640 shares

    6.25% of the 13F portfolio, value $9,475,606.

    13F-HR 0001951757-26-000763 filed by Guided Capital Wealth 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 ended2025-12-31
    13F 50,041 shares
    Change vs previous 13F +787 shares

    6.97% of the 13F portfolio, value $9,939,143.

    13F-HR 0001951757-26-000160 filed by Guided Capital Wealth 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 ended2025-09-30
    13F 49,254 shares
    Change vs previous 13F -10,132 shares

    8.22% of the 13F portfolio, value $9,579,903.

    13F-HR 0001849618-25-000005 filed by Guided Capital Wealth 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 ended2025-06-30
    13F 59,386 shares
    Change vs previous 13F -669 shares

    8.36% of the 13F portfolio, value $10,856,949.

    13F-HR 0001667731-25-000771 filed by Guided Capital Wealth 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 ended2025-03-31
    13F 60,055 shares
    Change vs previous 13F +1,405 shares

    8.57% of the 13F portfolio, value $10,262,762.

    13F-HR 0001667731-25-000466 filed by Guided Capital Wealth 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 ended2024-12-31
    13F 58,650 shares
    Change vs previous 13F not available

    9.57% of the 13F portfolio, value $10,444,380.

    13F-HR 0001667731-25-000152 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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