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L.K. Benson & Company, P.C.: QVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on QVAL, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 36,625 QVAL 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 36,625 shares
    Change vs previous 13F -1,373 shares

    0.61% of the 13F portfolio, value $2,030,850.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 37,998 shares
    Change vs previous 13F +4,117 shares

    0.65% of the 13F portfolio, value $1,981,283.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 33,881 shares
    Change vs previous 13F +11,661 shares

    0.83% of the 13F portfolio, value $1,653,225.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 22,220 shares
    Change vs previous 13F +2,102 shares

    0.56% of the 13F portfolio, value $1,036,510.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 20,118 shares
    Change vs previous 13F +5,624 shares

    0.54% of the 13F portfolio, value $885,409.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 14,494 shares
    Change vs previous 13F +6,783 shares

    0.43% of the 13F portfolio, value $618,121.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 7,711 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $344,242.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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