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HB Wealth Management, LLC: QLTY position timeline

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

HB Wealth Management, LLC held 6,701,176 QLTY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,701,176 shares
    Change vs previous 13F +796,001 shares

    1.52% of the 13F portfolio, value $271,281,206.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 5,905,175 shares
    Change vs previous 13F +5,404,269 shares

    1.39% of the 13F portfolio, value $213,642,461.

    13F-HR 0001172661-26-001543 filed by HB 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 500,906 shares
    Change vs previous 13F +38,656 shares

    0.12% of the 13F portfolio, value $19,264,866.

    13F-HR 0001172661-26-000353 filed by HB 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 462,250 shares
    Change vs previous 13F +28,115 shares

    0.11% of the 13F portfolio, value $16,728,842.

    13F-HR 0001172661-25-004398 filed by HB 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 434,135 shares
    Change vs previous 13F +228,819 shares

    0.12% of the 13F portfolio, value $14,873,485.

    13F-HR 0001172661-25-002644 filed by HB 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 205,316 shares
    Change vs previous 13F -89,275 shares

    0.05% of the 13F portfolio, value $6,418,183.

    13F-HR 0001172661-25-001594 filed by HB 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 294,591 shares
    Change vs previous 13F +138,924 shares

    0.1% of the 13F portfolio, value $9,430,896.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 ended2024-09-30
    13F 155,667 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,076,323.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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