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Disclosery

Spectrum Wealth Counsel, LLC: QUAL position timeline

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

Spectrum Wealth Counsel, LLC held 129,458 QUAL shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 129,458 shares
    Change vs previous 13F +18,135 shares

    2.66% of the 13F portfolio, value $22,123,097.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 111,323 shares
    Change vs previous 13F -5,083 shares

    2.33% of the 13F portfolio, value $19,824,420.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 116,406 shares
    Change vs previous 13F -1,104 shares

    2.47% of the 13F portfolio, value $20,871,616.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 117,510 shares
    Change vs previous 13F -4,549 shares

    2.54% of the 13F portfolio, value $20,066,027.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 122,059 shares
    Change vs previous 13F +182 shares

    2.45% of the 13F portfolio, value $20,060,415.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 121,877 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $17,932,998.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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