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HFG Wealth Management, LLC: QFLR position timeline

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

HFG Wealth Management, LLC held 177,791 QFLR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,791 shares
    Change vs previous 13F -227,567 shares

    6.52% of the 13F portfolio, value $6,485,816.

    13F-HR 0001214659-26-010014 filed by HFG 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 405,358 shares
    Change vs previous 13F -3,783 shares

    7.43% of the 13F portfolio, value $13,498,418.

    13F-HR 0001214659-26-004981 filed by HFG 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 409,141 shares
    Change vs previous 13F -7,092 shares

    7.73% of the 13F portfolio, value $14,025,350.

    13F-HR 0001214659-26-000528 filed by HFG 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/A 416,233 shares
    Change vs previous 13F +18,048 shares

    7.5% of the 13F portfolio, value $13,798,124.

    13F-HR/A 0001214659-25-016505 filed by HFG 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 398,185 shares
    Change vs previous 13F +13,766 shares

    6.56% of the 13F portfolio, value $10,754,977.

    13F-HR 0001214659-25-010176 filed by HFG 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 384,419 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $11,240,719.

    13F-HR 0001214659-25-005567 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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