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Per Stirling Capital Management, LLC.: QUAL position timeline

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

Per Stirling Capital Management, LLC. held 5,644 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,644 shares
    Change vs previous 13F -33 shares

    0.12% of the 13F portfolio, value $1,238,408.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 5,677 shares
    Change vs previous 13F -1,004 shares

    0.12% of the 13F portfolio, value $1,088,947.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 6,681 shares
    Change vs previous 13F +151 shares

    0.15% of the 13F portfolio, value $1,327,008.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 6,530 shares
    Change vs previous 13F -36,498 shares

    0.15% of the 13F portfolio, value $1,270,058.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 43,028 shares
    Change vs previous 13F +6,881 shares

    1.03% of the 13F portfolio, value $7,866,344.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 36,147 shares
    Change vs previous 13F -338 shares

    0.89% of the 13F portfolio, value $6,177,086.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 36,485 shares
    Change vs previous 13F +622 shares

    0.92% of the 13F portfolio, value $6,497,177.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 35,863 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,430,151.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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