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Disclosery

MA Private Wealth: QUAL position timeline

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

MA Private Wealth held 173,019 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,019 shares
    Change vs previous 13F +3,378 shares

    5.66% of the 13F portfolio, value $37,965,525.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 169,641 shares
    Change vs previous 13F +554 shares

    5.5% of the 13F portfolio, value $32,538,810.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 169,087 shares
    Change vs previous 13F +2,338 shares

    5.6% of the 13F portfolio, value $33,584,029.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 166,749 shares
    Change vs previous 13F -1,670 shares

    5.45% of the 13F portfolio, value $32,432,747.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 168,419 shares
    Change vs previous 13F -81,962 shares

    5.51% of the 13F portfolio, value $30,790,405.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 250,381 shares
    Change vs previous 13F +4,385 shares

    8.05% of the 13F portfolio, value $42,787,564.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 245,996 shares
    Change vs previous 13F +3,712 shares

    8.19% of the 13F portfolio, value $43,806,921.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 242,284 shares
    Change vs previous 13F not available

    8.12% of the 13F portfolio, value $43,441,562.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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