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Disclosery

ONE Advisory Partners, LLC: QUAL position timeline

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

ONE Advisory Partners, LLC held 12,819 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 12,819 shares
    Change vs previous 13F -46,161 shares

    0.77% of the 13F portfolio, value $2,812,876.

    13F-HR 0001819695-26-000009 filed by ONE Advisory Partners, 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 58,980 shares
    Change vs previous 13F -1,097 shares

    3.49% of the 13F portfolio, value $11,313,026.

    13F-HR 0001819695-26-000005 filed by ONE Advisory Partners, 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 60,077 shares
    Change vs previous 13F -41,441 shares

    3.6% of the 13F portfolio, value $11,932,468.

    13F-HR 0001819695-26-000002 filed by ONE Advisory Partners, 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 101,518 shares
    Change vs previous 13F -6,609 shares

    6% of the 13F portfolio, value $19,580,823.

    13F-HR 0001819695-25-000005 filed by ONE Advisory Partners, 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 108,127 shares
    Change vs previous 13F +6,921 shares

    6.72% of the 13F portfolio, value $20,138,602.

    13F-HR 0001085146-25-004169 filed by ONE Advisory Partners, 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 101,206 shares
    Change vs previous 13F +15,172 shares

    7.39% of the 13F portfolio, value $17,295,051.

    13F-HR 0001085146-25-002074 filed by ONE Advisory Partners, 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 86,034 shares
    Change vs previous 13F -621 shares

    6.8% of the 13F portfolio, value $15,320,893.

    13F-HR 0001085146-25-000340 filed by ONE Advisory Partners, 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 86,655 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $15,537,274.

    13F-HR 0001085146-24-004977 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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