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Disclosery

Mosley Wealth Management: QUAL position timeline

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

Mosley Wealth Management held 2,602 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,602 shares
    Change vs previous 13F -23,327 shares

    0.18% of the 13F portfolio, value $571,044.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 25,929 shares
    Change vs previous 13F +196 shares

    2.28% of the 13F portfolio, value $5,043,094.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 25,733 shares
    Change vs previous 13F +6,027 shares

    2.32% of the 13F portfolio, value $5,061,464.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 19,706 shares
    Change vs previous 13F +1,284 shares

    2.23% of the 13F portfolio, value $3,609,173.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,422 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $3,352,218.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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