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Trinity Wealth Management, LLC: QUAL position timeline

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

Trinity Wealth Management, LLC held 82,694 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,694 shares
    Change vs previous 13F -9,553 shares

    5.76% of the 13F portfolio, value $18,145,522.

    13F-HR 0001685364-26-000004 filed by Trinity Wealth Management, 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 92,247 shares
    Change vs previous 13F -2,132 shares

    6.5% of the 13F portfolio, value $17,693,897.

    13F-HR 0001685364-26-000002 filed by Trinity Wealth Management, 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 94,379 shares
    Change vs previous 13F -767 shares

    6.9% of the 13F portfolio, value $18,745,557.

    13F-HR 0001685364-26-000001 filed by Trinity Wealth Management, 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 95,146 shares
    Change vs previous 13F -1,938 shares

    6.94% of the 13F portfolio, value $18,505,897.

    13F-HR 0001085146-25-005828 filed by Trinity Wealth Management, 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 97,084 shares
    Change vs previous 13F +716 shares

    7.04% of the 13F portfolio, value $17,748,897.

    13F-HR 0001085146-25-003745 filed by Trinity Wealth Management, 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 96,368 shares
    Change vs previous 13F +385 shares

    7.52% of the 13F portfolio, value $16,468,328.

    13F-HR 0001085146-25-002035 filed by Trinity Wealth Management, 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 95,983 shares
    Change vs previous 13F +1,018 shares

    7.73% of the 13F portfolio, value $17,092,653.

    13F-HR 0001085146-25-000455 filed by Trinity Wealth Management, 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 94,965 shares
    Change vs previous 13F not available

    7.81% of the 13F portfolio, value $17,027,225.

    13F-HR 0001085146-24-004992 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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