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Disclosery

Level Financial Advisors: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Level Financial Advisors on QUAL, newest first. How the timeline and the estimate are built.

Level Financial Advisors held 10,185 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,185 shares
    Change vs previous 13F -72 shares

    0.5% of the 13F portfolio, value $2,263,564.

    13F-HR 0001871734-26-000005 filed by Level Financial Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,257 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $2,250,754.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,257 shares
    Change vs previous 13F +794 shares

    0.5% of the 13F portfolio, value $1,967,440.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,463 shares
    Change vs previous 13F -50 shares

    0.5% of the 13F portfolio, value $1,879,578.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,513 shares
    Change vs previous 13F -577 shares

    0.52% of the 13F portfolio, value $1,850,301.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,090 shares
    Change vs previous 13F -436 shares

    0.57% of the 13F portfolio, value $1,844,664.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,526 shares
    Change vs previous 13F -25 shares

    0.61% of the 13F portfolio, value $1,798,789.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,551 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,878,927.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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