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Mayflower Financial Advisors, LLC: QUAL position timeline

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

Mayflower Financial Advisors, LLC held 61,337 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,337 shares
    Change vs previous 13F -23,725 shares

    1.16% of the 13F portfolio, value $13,459,190.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial Advisors, 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 85,062 shares
    Change vs previous 13F +2,068 shares

    1.98% of the 13F portfolio, value $16,315,836.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial 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 ended2025-12-31
    13F 82,994 shares
    Change vs previous 13F -21,629 shares

    2% of the 13F portfolio, value $16,484,344.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial 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 ended2025-09-30
    13F 104,623 shares
    Change vs previous 13F -10,278 shares

    2.56% of the 13F portfolio, value $20,348,524.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial 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 ended2025-06-30
    13F 114,901 shares
    Change vs previous 13F +22,684 shares

    2.93% of the 13F portfolio, value $21,005,263.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial 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 ended2025-03-31
    13F 92,217 shares
    Change vs previous 13F +9,749 shares

    2.4% of the 13F portfolio, value $15,758,326.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial 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 ended2024-12-31
    13F 82,468 shares
    Change vs previous 13F +7,624 shares

    2.2% of the 13F portfolio, value $14,685,890.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial 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 ended2024-09-30
    13F 74,844 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $13,418,606.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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