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Disclosery

HB Wealth Management, LLC: QUAL position timeline

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

HB Wealth Management, LLC held 21,552 QUAL 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 21,552 shares
    Change vs previous 13F +3,702 shares

    0.03% of the 13F portfolio, value $4,729,318.

    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 17,850 shares
    Change vs previous 13F -2,761 shares

    0.02% of the 13F portfolio, value $3,423,974.

    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 20,611 shares
    Change vs previous 13F +2,415 shares

    0.03% of the 13F portfolio, value $4,093,837.

    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 18,196 shares
    Change vs previous 13F +13,091 shares

    0.02% of the 13F portfolio, value $3,539,215.

    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 5,105 shares
    Change vs previous 13F -19,303 shares

    0.01% of the 13F portfolio, value $933,333.

    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 24,408 shares
    Change vs previous 13F +17,375 shares

    0.04% of the 13F portfolio, value $4,171,245.

    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 7,033 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $1,252,560.

    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 6,961 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,248,169.

    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).