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Disclosery

TFC Financial Management, Inc.: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TFC Financial Management, Inc. on QUAL, newest first. How the timeline and the estimate are built.

TFC Financial Management, Inc. held 11,869 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,869 shares
    Change vs previous 13F +313 shares

    0.29% of the 13F portfolio, value $2,604,350.

    13F-HR 0001398344-26-012512 filed by TFC Financial Management, 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 11,556 shares
    Change vs previous 13F -319 shares

    0.27% of the 13F portfolio, value $2,216,495.

    13F-HR 0001398344-26-006946 filed by TFC Financial Management, 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 11,875 shares
    Change vs previous 13F -48 shares

    0.3% of the 13F portfolio, value $2,358,672.

    13F-HR 0001398344-26-001127 filed by TFC Financial Management, 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 11,923 shares
    Change vs previous 13F -6 shares

    0.3% of the 13F portfolio, value $2,319,049.

    13F-HR 0001398344-25-019713 filed by TFC Financial Management, 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 11,929 shares
    Change vs previous 13F +1,400 shares

    0.3% of the 13F portfolio, value $2,180,793.

    13F-HR 0001398344-25-013951 filed by TFC Financial Management, 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 10,529 shares
    Change vs previous 13F -213 shares

    0.28% of the 13F portfolio, value $1,799,221.

    13F-HR 0001398344-25-007601 filed by TFC Financial Management, 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 10,742 shares
    Change vs previous 13F -46 shares

    0.3% of the 13F portfolio, value $1,912,947.

    13F-HR 0001398344-25-001389 filed by TFC Financial Management, 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 10,788 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,934,298.

    13F-HR 0001398344-24-019371 filed by TFC Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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