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Ridgeline Wealth, LLC: QUAL position timeline

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

Ridgeline Wealth, LLC held 15,025 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,025 shares
    Change vs previous 13F -2 shares

    1.93% of the 13F portfolio, value $3,296,826.

    13F-HR 0001934226-26-000003 filed by Ridgeline Wealth, 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 15,027 shares
    Change vs previous 13F -542 shares

    2.06% of the 13F portfolio, value $2,882,240.

    13F-HR 0001934226-26-000002 filed by Ridgeline Wealth, 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 15,569 shares
    Change vs previous 13F -632 shares

    2.14% of the 13F portfolio, value $3,092,261.

    13F-HR 0001934226-26-000001 filed by Ridgeline Wealth, 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 16,201 shares
    Change vs previous 13F -125 shares

    2.33% of the 13F portfolio, value $3,151,041.

    13F-HR 0001934226-25-000008 filed by Ridgeline Wealth, 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 16,326 shares
    Change vs previous 13F -7,481 shares

    2.43% of the 13F portfolio, value $2,984,669.

    13F-HR 0001934226-25-000005 filed by Ridgeline Wealth, 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 23,807 shares
    Change vs previous 13F -2,827 shares

    3.46% of the 13F portfolio, value $4,068,464.

    13F-HR 0001934226-25-000003 filed by Ridgeline Wealth, 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 26,634 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $4,743,017.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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