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Modern Wealth Management, LLC: QLTY position timeline

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

Modern Wealth Management, LLC held 2,002,727 QLTY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,002,727 shares
    Change vs previous 13F +962,195 shares

    1% of the 13F portfolio, value $83,353,511.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 1,040,532 shares
    Change vs previous 13F +1,031,906 shares

    0.65% of the 13F portfolio, value $38,073,083.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 8,626 shares
    Change vs previous 13F +2,598 shares

    0.01% of the 13F portfolio, value $331,756.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 6,028 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,153.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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