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Portus Wealth Advisors, LLC: SLQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portus Wealth Advisors, LLC on SLQD, newest first. How the timeline and the estimate are built.

Portus Wealth Advisors, LLC held 50,777 SLQD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,777 shares
    Change vs previous 13F -186 shares

    2.07% of the 13F portfolio, value $2,512,207.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 50,963 shares
    Change vs previous 13F +1,129 shares

    2.11% of the 13F portfolio, value $2,567,006.

    13F-HR 0002097516-26-000006 filed by Portus 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 ended2026-03-31
    13F 49,834 shares
    Change vs previous 13F +4,670 shares

    2.37% of the 13F portfolio, value $2,516,119.

    13F-HR 0002097516-26-000005 filed by Portus 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 ended2025-12-31
    13F 45,164 shares
    Change vs previous 13F -117 shares

    2.16% of the 13F portfolio, value $2,289,815.

    13F-HR 0002097516-26-000001 filed by Portus 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 ended2025-09-30
    13F 45,281 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,301,633.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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