Hughes Financial Services, LLC: QUAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hughes Financial Services, LLC on QUAL, newest first. How the timeline and the estimate are built.
Hughes Financial Services, LLC held 56,740 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 56,740 sharesChange vs previous 13F -2,149 shares
1.65% of the 13F portfolio, value $12,450,458.
13F-HR 0002054465-26-000003 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 58,889 sharesChange vs previous 13F -1,553 shares
1.74% of the 13F portfolio, value $11,295,499.
13F-HR 0002054465-26-000002 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,442 sharesChange vs previous 13F -151,544 shares
1.89% of the 13F portfolio, value $12,004,990.
13F-HR 0002054465-26-000001 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 211,986 sharesChange vs previous 13F +1,805 shares
6.61% of the 13F portfolio, value $41,530,177.
13F-HR 0002054465-25-000005 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 210,181 sharesChange vs previous 13F +17,158 shares
6.69% of the 13F portfolio, value $38,965,456.
13F-HR 0002054465-25-000004 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 193,023 sharesChange vs previous 13F +2,987 shares
6.47% of the 13F portfolio, value $33,062,910.
13F-HR 0002054465-25-000002 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 190,036 sharesChange vs previous 13F not available
6.95% of the 13F portfolio, value $33,841,611.
13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).