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Disclosery

Pacific Wealth Management: QUAL position timeline

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

Pacific Wealth Management held 0 QUAL shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -26,526 shares

    13F-HR 0001852338-26-000001 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 26,526 shares
    Change vs previous 13F +3,512 shares

    2.6% of the 13F portfolio, value $5,159,373.

    13F-HR 0001852338-25-000007 filed by Pacific 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 ended2025-06-30
    13F 23,014 shares
    Change vs previous 13F +250 shares

    2.08% of the 13F portfolio, value $4,207,359.

    13F-HR 0001852338-25-000004 filed by Pacific 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 ended2025-03-31
    13F 22,764 shares
    Change vs previous 13F +224 shares

    2.14% of the 13F portfolio, value $3,890,090.

    13F-HR 0001852338-25-000003 filed by Pacific 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 ended2024-12-31
    13F 22,540 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $4,013,896.

    13F-HR 0001852338-25-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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