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PMG Wealth Management, Inc.: QUAL position timeline

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

PMG Wealth Management, Inc. held 46,796 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,796 shares
    Change vs previous 13F +836 shares

    6.35% of the 13F portfolio, value $10,268,383.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    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 45,960 shares
    Change vs previous 13F +2,512 shares

    6.36% of the 13F portfolio, value $8,815,531.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    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 43,448 shares
    Change vs previous 13F +313 shares

    6.32% of the 13F portfolio, value $8,629,582.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    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 43,135 shares
    Change vs previous 13F +899 shares

    6.38% of the 13F portfolio, value $8,374,602.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    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 42,236 shares
    Change vs previous 13F +1,453 shares

    6.37% of the 13F portfolio, value $7,721,640.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    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 40,783 shares
    Change vs previous 13F +625 shares

    7.4% of the 13F portfolio, value $6,969,458.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    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 40,158 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $7,151,248.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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