LANDAAS & CO /WI /ADV: QUAL position timeline

LANDAAS & CO /WI /ADV held 310,816 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 310,816 shares

   Change vs previous 13F +2,790 shares

   12.41% of the 13F portfolio, value $68,202,314.

   13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 308,026 shares

   Change vs previous 13F -3,688 shares

   12.96% of the 13F portfolio, value $59,082,561.

   13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 311,714 shares

   Change vs previous 13F -18,103 shares

   13.62% of the 13F portfolio, value $61,913,877.

   13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 329,817 shares

   Change vs previous 13F -24,415 shares

   14.58% of the 13F portfolio, value $64,152,000.

   13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 354,232 shares

   Change vs previous 13F +644 shares

   15.47% of the 13F portfolio, value $64,762,000.

   13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 353,588 shares

   Change vs previous 13F +11,367 shares

   16.71% of the 13F portfolio, value $60,425,000.

   13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 342,221 shares

   Change vs previous 13F +25,136 shares

   16.87% of the 13F portfolio, value $60,942,000.

   13F-HR 0001104659-25-018020 filed by LANDAAS & CO /WI /ADV
   Filed 2025-02-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 317,085 shares

   Change vs previous 13F not available

   15.83% of the 13F portfolio, value $56,852,000.

   13F-HR 0001104659-24-116655 filed by LANDAAS & CO /WI /ADV
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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