Skip to content
Disclosery

Lineweaver Wealth Advisors, LLC: QUAL position timeline

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

Lineweaver Wealth Advisors, LLC held 159,420 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 159,420 shares
    Change vs previous 13F +2,164 shares

    4.11% of the 13F portfolio, value $35,429,453.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 157,256 shares
    Change vs previous 13F +3,542 shares

    4.1% of the 13F portfolio, value $34,506,592.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, LLC
    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 153,714 shares
    Change vs previous 13F +2,540 shares

    3.98% of the 13F portfolio, value $29,483,860.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 151,174 shares
    Change vs previous 13F +3,120 shares

    4.09% of the 13F portfolio, value $30,026,210.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 148,054 shares
    Change vs previous 13F -67,969 shares

    4.22% of the 13F portfolio, value $28,796,518.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 216,023 shares
    Change vs previous 13F -26,274 shares

    6.24% of the 13F portfolio, value $39,493,363.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, LLC
    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 242,297 shares
    Change vs previous 13F +8,184 shares

    7.05% of the 13F portfolio, value $41,410,724.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 234,113 shares
    Change vs previous 13F not available

    7.71% of the 13F portfolio, value $41,701,322.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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