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True Link Financial Advisors, LLC: QUAL position timeline

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

True Link Financial Advisors, LLC held 323,641 QUAL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 323,641 shares
    Change vs previous 13F +3,034 shares

    4.11% of the 13F portfolio, value $71,016,545.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial 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/A 320,607 shares
    Change vs previous 13F +523 shares

    3.8% of the 13F portfolio, value $61,495,629.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial 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 320,084 shares
    Change vs previous 13F +158,143 shares

    3.86% of the 13F portfolio, value $63,575,084.

    13F-HR 0001846236-26-000001 filed by True Link Financial 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 161,941 shares
    Change vs previous 13F -1,181 shares

    2.03% of the 13F portfolio, value $31,497,525.

    13F-HR 0001846236-25-000009 filed by True Link Financial 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 163,122 shares
    Change vs previous 13F -46,982 shares

    2.06% of the 13F portfolio, value $29,821,964.

    13F-HR 0001846236-25-000006 filed by True Link Financial 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 210,104 shares
    Change vs previous 13F +16,779 shares

    2.68% of the 13F portfolio, value $35,904,673.

    13F-HR 0001846236-25-000002 filed by True Link Financial 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 193,325 shares
    Change vs previous 13F +2,563 shares

    2.89% of the 13F portfolio, value $34,427,316.

    13F-HR 0001846236-25-000001 filed by True Link Financial 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 190,762 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $34,203,627.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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