LIBERTY WEALTH MANAGEMENT LLC: QUAL position timeline

LIBERTY WEALTH MANAGEMENT LLC held 139,989 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 139,989 shares

   Change vs previous 13F 0 shares

   3.35% of the 13F portfolio, value $26,854,089.

   13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-08-06 (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 139,989 shares

   Change vs previous 13F -19,323 shares

   3.35% of the 13F portfolio, value $26,854,089.

   13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-05-12 (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 159,312 shares

   Change vs previous 13F +3,188 shares

   4.08% of the 13F portfolio, value $31,621,955.

   13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-02-04 (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 156,124 shares

   Change vs previous 13F +6,211 shares

   4.28% of the 13F portfolio, value $30,366,064.

   13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-10-31 (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 149,913 shares

   Change vs previous 13F +11,448 shares

   4.3% of the 13F portfolio, value $27,407,269.

   13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-08-01 (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/A 138,465 shares

   Change vs previous 13F +18,715 shares

   4.53% of the 13F portfolio, value $23,671,069.

   13F-HR/A 0001769302-25-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-05-12 (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 119,750 shares

   Change vs previous 13F +4,985 shares

   3.55% of the 13F portfolio, value $21,316,265.

   13F-HR 0001769302-25-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-02-10 (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 114,765 shares

   Change vs previous 13F not available

   3.5% of the 13F portfolio, value $20,577,000.

   13F-HR 0001769302-24-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2024-11-04 (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).