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PALO ALTO WEALTH ADVISORS, LLC: QUAL position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 125,685 QUAL shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 125,685 shares
    Change vs previous 13F +5,541 shares

    7.2% of the 13F portfolio, value $24,699,566.

    13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 120,144 shares
    Change vs previous 13F +5,117 shares

    8.31% of the 13F portfolio, value $21,964,692.

    13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 115,027 shares
    Change vs previous 13F +18,295 shares

    7.93% of the 13F portfolio, value $20,319,485.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
    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 96,732 shares
    Change vs previous 13F +4,560 shares

    6.04% of the 13F portfolio, value $17,225,971.

    13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
    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 92,172 shares
    Change vs previous 13F +4,605 shares

    6.94% of the 13F portfolio, value $16,772,543.

    13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 87,567 shares
    Change vs previous 13F +2,954 shares

    10.34% of the 13F portfolio, value $14,953,020.

    13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 84,613 shares
    Change vs previous 13F +8,045 shares

    9.8% of the 13F portfolio, value $13,906,103.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 76,568 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $11,273,599.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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