Skip to content
Disclosery

Wade Financial Advisory, Inc: QUAL position timeline

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

Wade Financial Advisory, Inc held 112,716 QUAL shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 112,716 shares
    Change vs previous 13F -4,214 shares

    6.6% of the 13F portfolio, value $19,262,056.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 116,930 shares
    Change vs previous 13F -2,019 shares

    7.05% of the 13F portfolio, value $20,822,969.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 118,949 shares
    Change vs previous 13F +1,240 shares

    7.18% of the 13F portfolio, value $21,327,515.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 117,709 shares
    Change vs previous 13F +539 shares

    7.23% of the 13F portfolio, value $20,099,920.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 117,170 shares
    Change vs previous 13F +15,144 shares

    7.02% of the 13F portfolio, value $19,256,950.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 102,026 shares
    Change vs previous 13F +5,258 shares

    5.68% of the 13F portfolio, value $15,012,135.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 96,768 shares
    Change vs previous 13F +503 shares

    5.46% of the 13F portfolio, value $12,753,035.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 96,265 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $12,983,298.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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