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LGL PARTNERS, LLC: QLTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LGL PARTNERS, LLC on QLTY, newest first. How the timeline and the estimate are built.

LGL PARTNERS, LLC held 206,341 QLTY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,341 shares
    Change vs previous 13F +4,591 shares

    3.15% of the 13F portfolio, value $8,603,459.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 201,750 shares
    Change vs previous 13F +10,041 shares

    3.01% of the 13F portfolio, value $7,311,519.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 191,709 shares
    Change vs previous 13F +1,545 shares

    3.15% of the 13F portfolio, value $7,385,686.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 190,164 shares
    Change vs previous 13F +3,962 shares

    2.94% of the 13F portfolio, value $6,896,925.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 186,202 shares
    Change vs previous 13F +21,794 shares

    2.81% of the 13F portfolio, value $6,336,457.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 164,408 shares
    Change vs previous 13F -83,878 shares

    2.48% of the 13F portfolio, value $5,147,326.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, 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 248,286 shares
    Change vs previous 13F +15,849 shares

    1.15% of the 13F portfolio, value $7,937,711.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, 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 232,437 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $7,579,786.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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