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MOTIVE WEALTH ADVISORS: QUAL position timeline

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

MOTIVE WEALTH ADVISORS held 72,291 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,291 shares
    Change vs previous 13F +738 shares

    6.52% of the 13F portfolio, value $15,862,903.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 71,553 shares
    Change vs previous 13F -6,110 shares

    6.44% of the 13F portfolio, value $13,724,521.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 77,663 shares
    Change vs previous 13F -321 shares

    6.57% of the 13F portfolio, value $15,425,363.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 77,984 shares
    Change vs previous 13F +1,484 shares

    6.54% of the 13F portfolio, value $15,167,828.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 76,500 shares
    Change vs previous 13F +8,986 shares

    6.37% of the 13F portfolio, value $13,985,673.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 67,514 shares
    Change vs previous 13F +754 shares

    6.17% of the 13F portfolio, value $11,537,414.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 66,760 shares
    Change vs previous 13F +696 shares

    6.39% of the 13F portfolio, value $11,888,565.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 66,064 shares
    Change vs previous 13F not available

    6.78% of the 13F portfolio, value $11,281,036.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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