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Disclosery

Richmond Brothers, Inc.: QLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richmond Brothers, Inc. on QLD, newest first. How the timeline and the estimate are built.

Richmond Brothers, Inc. held 7,226 QLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,226 shares
    Change vs previous 13F -12,919 shares

    0.36% of the 13F portfolio, value $699,179.

    13F-HR 0001540462-26-000003 filed by Richmond Brothers, 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 20,145 shares
    Change vs previous 13F -9,007 shares

    0.82% of the 13F portfolio, value $1,228,839.

    13F-HR 0001540462-26-000002 filed by Richmond Brothers, 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 29,152 shares
    Change vs previous 13F +23,261 shares

    1.31% of the 13F portfolio, value $2,052,593.

    13F-HR 0001540462-26-000001 filed by Richmond Brothers, 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 5,891 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $808,245.

    13F-HR 0001540462-25-000004 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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