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Johnson Bixby & Associates, LLC: QUAL position timeline

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

Johnson Bixby & Associates, LLC held 8,053 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,053 shares
    Change vs previous 13F -24 shares

    0.2% of the 13F portfolio, value $1,766,983.

    13F-HR 0001844238-26-000004 filed by Johnson Bixby & Associates, 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 8,077 shares
    Change vs previous 13F -161 shares

    0.19% of the 13F portfolio, value $1,549,198.

    13F-HR 0001844238-26-000003 filed by Johnson Bixby & Associates, 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 8,238 shares
    Change vs previous 13F -222 shares

    0.2% of the 13F portfolio, value $1,636,273.

    13F-HR 0001844238-26-000001 filed by Johnson Bixby & Associates, 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 8,460 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $1,645,444.

    13F-HR 0001844238-25-000004 filed by Johnson Bixby & Associates, 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 8,459 shares
    Change vs previous 13F -175 shares

    0.21% of the 13F portfolio, value $1,546,427.

    13F-HR 0001085146-25-003925 filed by Johnson Bixby & Associates, 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 8,634 shares
    Change vs previous 13F -271 shares

    0.22% of the 13F portfolio, value $1,475,483.

    13F-HR 0001085146-25-002252 filed by Johnson Bixby & Associates, 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 8,905 shares
    Change vs previous 13F -335 shares

    0.24% of the 13F portfolio, value $1,585,826.

    13F-HR 0001085146-25-000320 filed by Johnson Bixby & Associates, 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 9,240 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,656,762.

    13F-HR 0001085146-24-004833 filed by Johnson Bixby & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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