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TOBIAS FINANCIAL ADVISORS, INC.: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on QUAL, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 106,768 QUAL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 106,768 shares
    Change vs previous 13F +1,070 shares

    2.98% of the 13F portfolio, value $23,428,066.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, 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 105,698 shares
    Change vs previous 13F +1,898 shares

    2.82% of the 13F portfolio, value $20,273,868.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, 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 103,800 shares
    Change vs previous 13F +2,865 shares

    2.91% of the 13F portfolio, value $20,616,711.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, 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 100,935 shares
    Change vs previous 13F +2,599 shares

    2.98% of the 13F portfolio, value $19,631,948.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, 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 98,336 shares
    Change vs previous 13F +230 shares

    3.08% of the 13F portfolio, value $17,977,829.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, 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 98,106 shares
    Change vs previous 13F -1,127 shares

    3.26% of the 13F portfolio, value $16,765,290.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, 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 99,233 shares
    Change vs previous 13F +1,182 shares

    3.55% of the 13F portfolio, value $17,671,444.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 98,051 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $17,580,616.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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