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Disclosery

Hudson Oak Wealth Advisory LLC: QUAL position timeline

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

Hudson Oak Wealth Advisory LLC held 23,235 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,235 shares
    Change vs previous 13F -294 shares

    3.93% of the 13F portfolio, value $5,098,456.

    13F-HR 0002088700-26-000003 filed by Hudson Oak Wealth Advisory 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 23,529 shares
    Change vs previous 13F +414 shares

    3.92% of the 13F portfolio, value $4,513,097.

    13F-HR 0002088700-26-000002 filed by Hudson Oak Wealth Advisory 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 23,115 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $4,591,101.

    13F-HR 0002088700-26-000001 filed by Hudson Oak Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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