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Disclosery

Vestment Financial LLC: QVAL position timeline

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

Vestment Financial LLC held 66,778 QVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,778 shares
    Change vs previous 13F +1,954 shares

    1.68% of the 13F portfolio, value $3,758,918.

    13F-HR 0002056705-26-000003 filed by Vestment Financial 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 64,824 shares
    Change vs previous 13F -506 shares

    1.69% of the 13F portfolio, value $3,580,512.

    13F-HR 0002056705-26-000002 filed by Vestment Financial 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 65,330 shares
    Change vs previous 13F -1,839 shares

    1.73% of the 13F portfolio, value $3,338,013.

    13F-HR 0002056705-26-000001 filed by Vestment Financial 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 67,169 shares
    Change vs previous 13F +1,427 shares

    1.81% of the 13F portfolio, value $3,169,947.

    13F-HR 0002056705-25-000002 filed by Vestment Financial 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 65,742 shares
    Change vs previous 13F +4,256 shares

    1.86% of the 13F portfolio, value $2,937,342.

    13F-HR 0001085146-25-003865 filed by Vestment Financial 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 61,486 shares
    Change vs previous 13F +7,593 shares

    1.9% of the 13F portfolio, value $2,644,111.

    13F-HR 0001085146-25-002094 filed by Vestment Financial 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 53,893 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $2,423,051.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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