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Triangle Securities Wealth Management: QLTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on QLTY, newest first. How the timeline and the estimate are built.

Triangle Securities Wealth Management held 129,775 QLTY 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 129,775 shares
    Change vs previous 13F +7,890 shares

    1.07% of the 13F portfolio, value $5,401,230.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 121,885 shares
    Change vs previous 13F +4,155 shares

    1% of the 13F portfolio, value $4,409,815.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 117,730 shares
    Change vs previous 13F +54,741 shares

    0.95% of the 13F portfolio, value $4,527,913.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 62,989 shares
    Change vs previous 13F +6,318 shares

    0.52% of the 13F portfolio, value $2,279,560.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 56,671 shares
    Change vs previous 13F +12,198 shares

    0.48% of the 13F portfolio, value $1,941,553.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 44,473 shares
    Change vs previous 13F +7,676 shares

    0.36% of the 13F portfolio, value $1,390,215.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 36,797 shares
    Change vs previous 13F +2,874 shares

    0.3% of the 13F portfolio, value $1,176,389.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 33,923 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,106,229.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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