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Sage Mountain Advisors LLC: QUAL position timeline

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

Sage Mountain Advisors LLC held 575,644 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 575,644 shares
    Change vs previous 13F -1,958 shares

    7.77% of the 13F portfolio, value $126,313,658.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 577,602 shares
    Change vs previous 13F +15,612 shares

    7.75% of the 13F portfolio, value $110,789,884.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 561,990 shares
    Change vs previous 13F -20,584 shares

    5.92% of the 13F portfolio, value $111,622,455.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors 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 582,574 shares
    Change vs previous 13F +6,496 shares

    6.49% of the 13F portfolio, value $113,310,659.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors 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 576,078 shares
    Change vs previous 13F +17,851 shares

    6.85% of the 13F portfolio, value $105,318,525.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors 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 558,227 shares
    Change vs previous 13F -29,914 shares

    7.03% of the 13F portfolio, value $95,395,370.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors 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 588,141 shares
    Change vs previous 13F -3,106 shares

    7.65% of the 13F portfolio, value $104,736,071.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors 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 591,247 shares
    Change vs previous 13F not available

    9.04% of the 13F portfolio, value $106,010,532.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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