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REGATTA CAPITAL GROUP, LLC: QUAL position timeline

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

REGATTA CAPITAL GROUP, LLC held 110,194 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,194 shares
    Change vs previous 13F +2,228 shares

    3.25% of the 13F portfolio, value $24,179,910.

    13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, 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 107,966 shares
    Change vs previous 13F +2,540 shares

    3.13% of the 13F portfolio, value $20,708,866.

    13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, 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 105,426 shares
    Change vs previous 13F +929 shares

    3.16% of the 13F portfolio, value $20,939,805.

    13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, 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 104,497 shares
    Change vs previous 13F +1,679 shares

    3.21% of the 13F portfolio, value $20,324,582.

    13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, 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 102,818 shares
    Change vs previous 13F +8,817 shares

    3.23% of the 13F portfolio, value $18,797,295.

    13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, 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 94,001 shares
    Change vs previous 13F +2,713 shares

    3.11% of the 13F portfolio, value $16,063,904.

    13F-HR 0001951757-25-000361 filed by REGATTA CAPITAL GROUP, 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 91,288 shares
    Change vs previous 13F +1,946 shares

    3.15% of the 13F portfolio, value $16,256,678.

    13F-HR 0001951757-25-000087 filed by REGATTA CAPITAL GROUP, 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 89,342 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $16,018,962.

    13F-HR 0001951757-24-001040 filed by REGATTA CAPITAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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