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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT on QUAL, newest first. How the timeline and the estimate are built.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 63,933 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,933 shares
    Change vs previous 13F -27,233 shares

    3.98% of the 13F portfolio, value $14,028,830.

    13F-HR 0001214659-26-008871 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 91,166 shares
    Change vs previous 13F -31,604 shares

    5.93% of the 13F portfolio, value $17,486,629.

    13F-HR 0001214659-26-005467 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 122,770 shares
    Change vs previous 13F -2,906 shares

    8.45% of the 13F portfolio, value $24,384,624.

    13F-HR 0001214659-26-000861 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 125,676 shares
    Change vs previous 13F +6,528 shares

    8.96% of the 13F portfolio, value $24,443,923.

    13F-HR 0001214659-25-015511 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 119,148 shares
    Change vs previous 13F +2,742 shares

    8.72% of the 13F portfolio, value $21,782,569.

    13F-HR 0001214659-25-010956 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 116,406 shares
    Change vs previous 13F +7,659 shares

    8.9% of the 13F portfolio, value $19,743,633.

    13F-HR 0001214659-25-007390 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 108,747 shares
    Change vs previous 13F +9,680 shares

    9.07% of the 13F portfolio, value $19,365,679.

    13F-HR 0001214659-25-000551 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 99,067 shares
    Change vs previous 13F not available

    8.65% of the 13F portfolio, value $17,762,768.

    13F-HR 0001214659-24-017369 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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