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Siligmueller & Norvid Wealth Advisors LLC: QUAL position timeline

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

Siligmueller & Norvid Wealth Advisors LLC held 38,657 QUAL shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 38,657 shares
    Change vs previous 13F +35,116 shares

    3.38% of the 13F portfolio, value $7,523,260.

    13F-HR 0001754960-25-000760 filed by Siligmueller & Norvid Wealth 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 ended2025-06-30
    13F 3,541 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $649,349.

    13F-HR 0001754960-25-000460 filed by Siligmueller & Norvid Wealth 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 ended2025-03-31
    13F 3,541 shares
    Change vs previous 13F +179 shares

    0.26% of the 13F portfolio, value $605,121.

    13F-HR 0001754960-25-000220 filed by Siligmueller & Norvid Wealth 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 ended2024-12-31
    13F 3,362 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $598,710.

    13F-HR 0001754960-25-000095 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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