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Strategies Wealth Advisors, LLC: QUAL position timeline

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

Strategies Wealth Advisors, LLC held 277,042 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,042 shares
    Change vs previous 13F -35,773 shares

    5.44% of the 13F portfolio, value $60,791,268.

    13F-HR 0001976435-26-000004 filed by Strategies 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 ended2026-03-31
    13F 312,815 shares
    Change vs previous 13F +26,032 shares

    6.03% of the 13F portfolio, value $60,001,137.

    13F-HR 0001976435-26-000003 filed by Strategies 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 ended2025-12-31
    13F 286,783 shares
    Change vs previous 13F +14,516 shares

    5.71% of the 13F portfolio, value $56,960,927.

    13F-HR 0001976435-26-000001 filed by Strategies 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 ended2025-09-30
    13F 272,267 shares
    Change vs previous 13F +5,208 shares

    5.51% of the 13F portfolio, value $52,955,997.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth 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 267,059 shares
    Change vs previous 13F +3,469 shares

    5.33% of the 13F portfolio, value $48,823,646.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth 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 263,590 shares
    Change vs previous 13F +12,659 shares

    5.5% of the 13F portfolio, value $45,044,872.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth 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 250,931 shares
    Change vs previous 13F +28,635 shares

    5.76% of the 13F portfolio, value $46,232,831.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth 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 222,296 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $39,857,687.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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