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Riverbend Wealth Management, LLC: QUAL position timeline

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

Riverbend Wealth Management, LLC held 2,023 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,023 shares
    Change vs previous 13F -150 shares

    0.23% of the 13F portfolio, value $443,974.

    13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, 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 2,173 shares
    Change vs previous 13F -34 shares

    0.26% of the 13F portfolio, value $416,888.

    13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, 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 2,207 shares
    Change vs previous 13F -202 shares

    0.28% of the 13F portfolio, value $438,273.

    13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, 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 2,409 shares
    Change vs previous 13F -109 shares

    0.33% of the 13F portfolio, value $468,603.

    13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, 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 2,518 shares
    Change vs previous 13F +42 shares

    0.35% of the 13F portfolio, value $460,429.

    13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, 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 2,476 shares
    Change vs previous 13F -8 shares

    0.38% of the 13F portfolio, value $423,090.

    13F-HR 0001085146-25-002262 filed by Riverbend Wealth Management, 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 2,484 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $443,092.

    13F-HR 0001085146-25-000896 filed by Riverbend Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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