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Kathmere Capital Management, LLC: QUAL position timeline

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

Kathmere Capital Management, LLC held 246,258 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 246,258 shares
    Change vs previous 13F +9,952 shares

    2.87% of the 13F portfolio, value $54,036,301.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 236,306 shares
    Change vs previous 13F +6,073 shares

    2.81% of the 13F portfolio, value $45,325,890.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 230,233 shares
    Change vs previous 13F +7,195 shares

    3.08% of the 13F portfolio, value $45,728,828.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 223,038 shares
    Change vs previous 13F +3,109 shares

    3.08% of the 13F portfolio, value $43,380,916.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 219,929 shares
    Change vs previous 13F +2,615 shares

    3.1% of the 13F portfolio, value $40,207,354.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 217,314 shares
    Change vs previous 13F -50 shares

    3.16% of the 13F portfolio, value $37,136,823.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 217,364 shares
    Change vs previous 13F +206 shares

    3.48% of the 13F portfolio, value $38,708,136.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 217,158 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $38,936,454.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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