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Spectrum Planning & Advisory Services Inc.: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on QUAL, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 6,961 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,961 shares
    Change vs previous 13F -18,864 shares

    0.68% of the 13F portfolio, value $1,527,532.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services Inc.
    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 25,825 shares
    Change vs previous 13F -631 shares

    2.45% of the 13F portfolio, value $4,953,496.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services Inc.
    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 26,456 shares
    Change vs previous 13F -15,572 shares

    2.7% of the 13F portfolio, value $5,254,658.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services Inc.
    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 42,028 shares
    Change vs previous 13F -1,294 shares

    4.61% of the 13F portfolio, value $8,174,474.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 43,322 shares
    Change vs previous 13F -3,353 shares

    5.12% of the 13F portfolio, value $7,920,149.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    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 46,675 shares
    Change vs previous 13F +4,904 shares

    6.64% of the 13F portfolio, value $7,976,350.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services Inc.
    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 41,771 shares
    Change vs previous 13F +1,373 shares

    6.45% of the 13F portfolio, value $7,438,610.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services Inc.
    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 40,398 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $7,243,384.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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