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RVW Wealth, LLC: QUAL position timeline

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

RVW Wealth, LLC held 131,123 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 131,123 shares
    Change vs previous 13F -780 shares

    1.87% of the 13F portfolio, value $29,140,830.

    13F-HR 0001756543-26-000005 filed by RVW Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 131,903 shares
    Change vs previous 13F +417 shares

    1.91% of the 13F portfolio, value $28,943,574.

    13F-HR 0001756543-26-000003 filed by RVW 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 ended2026-03-31
    13F 131,486 shares
    Change vs previous 13F -3,159 shares

    1.96% of the 13F portfolio, value $25,220,291.

    13F-HR 0001756543-26-000002 filed by RVW 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 ended2025-12-31
    13F 134,645 shares
    Change vs previous 13F -1,514 shares

    2.04% of the 13F portfolio, value $26,743,190.

    13F-HR 0001756543-26-000001 filed by RVW 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 ended2025-09-30
    13F 136,159 shares
    Change vs previous 13F -478 shares

    2.07% of the 13F portfolio, value $26,483,005.

    13F-HR 0001756543-25-000009 filed by RVW 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 ended2025-06-30
    13F 136,637 shares
    Change vs previous 13F +13,165 shares

    2.12% of the 13F portfolio, value $24,980,052.

    13F-HR 0001756543-25-000007 filed by RVW 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 ended2025-03-31
    13F 123,472 shares
    Change vs previous 13F -4,758 shares

    1.99% of the 13F portfolio, value $21,100,066.

    13F-HR 0001756543-25-000006 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 128,230 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $22,835,158.

    13F-HR 0001756543-25-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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