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Shore Point Advisors, LLC: QUAL position timeline

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

Shore Point Advisors, LLC held 10,129 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,129 shares
    Change vs previous 13F +122 shares

    0.71% of the 13F portfolio, value $2,251,265.

    13F-HR 0001907092-26-000006 filed by Shore Point Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,007 shares
    Change vs previous 13F +276 shares

    0.75% of the 13F portfolio, value $2,196,036.

    13F-HR 0001907092-26-000004 filed by Shore Point 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 ended2026-03-31
    13F 9,731 shares
    Change vs previous 13F +535 shares

    0.74% of the 13F portfolio, value $1,866,571.

    13F-HR 0001907092-26-000003 filed by Shore Point 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 ended2025-12-31
    13F 9,196 shares
    Change vs previous 13F +215 shares

    0.77% of the 13F portfolio, value $1,826,580.

    13F-HR 0001907092-26-000001 filed by Shore Point 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 ended2025-09-30
    13F 8,981 shares
    Change vs previous 13F +388 shares

    0.77% of the 13F portfolio, value $1,746,878.

    13F-HR 0001907092-25-000006 filed by Shore Point 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 ended2025-06-30
    13F 8,593 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,571,067.

    13F-HR 0001907092-25-000004 filed by Shore Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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