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TSA Wealth Managment LLC: QUAL position timeline

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

TSA Wealth Managment LLC held 25,045 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,045 shares
    Change vs previous 13F -29,693 shares

    1.55% of the 13F portfolio, value $5,495,624.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 54,738 shares
    Change vs previous 13F -855 shares

    3.39% of the 13F portfolio, value $10,499,296.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 55,593 shares
    Change vs previous 13F -29,856 shares

    3.66% of the 13F portfolio, value $11,041,882.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 85,449 shares
    Change vs previous 13F -6,822 shares

    5.66% of the 13F portfolio, value $16,619,831.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 92,271 shares
    Change vs previous 13F -1,742 shares

    6.16% of the 13F portfolio, value $16,868,984.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 94,013 shares
    Change vs previous 13F +11,329 shares

    6.39% of the 13F portfolio, value $16,065,882.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 82,684 shares
    Change vs previous 13F +453 shares

    5.99% of the 13F portfolio, value $14,724,367.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 82,231 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $14,744,018.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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