Skip to content
Disclosery

TRUE Private Wealth Advisors: QUAL position timeline

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

TRUE Private Wealth Advisors held 987 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 987 shares
    Change vs previous 13F -649 shares

    0.02% of the 13F portfolio, value $216,636.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 1,636 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $313,971.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 1,741 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $345,754.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 1,794 shares
    Change vs previous 13F -70 shares

    0.04% of the 13F portfolio, value $348,975.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 1,864 shares
    Change vs previous 13F -1,599 shares

    0.04% of the 13F portfolio, value $340,828.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 3,463 shares
    Change vs previous 13F -1,709 shares

    0.07% of the 13F portfolio, value $591,857.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 5,172 shares
    Change vs previous 13F -7,374 shares

    0.11% of the 13F portfolio, value $921,065.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 12,546 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,249,575.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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