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Warren Street Wealth Advisors, LLC: QVAL position timeline

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

Warren Street Wealth Advisors, LLC held 19,545 QVAL 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 19,545 shares
    Change vs previous 13F +519 shares

    0.24% of the 13F portfolio, value $1,083,743.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth 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 19,026 shares
    Change vs previous 13F +726 shares

    0.25% of the 13F portfolio, value $992,058.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth 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 18,300 shares
    Change vs previous 13F -7,324 shares

    0.26% of the 13F portfolio, value $892,959.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth 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 25,624 shares
    Change vs previous 13F +3,923 shares

    0.36% of the 13F portfolio, value $1,195,366.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth 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 21,701 shares
    Change vs previous 13F +1,130 shares

    0.32% of the 13F portfolio, value $955,064.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth 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 20,571 shares
    Change vs previous 13F +2,018 shares

    0.34% of the 13F portfolio, value $877,354.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth 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 18,553 shares
    Change vs previous 13F +302 shares

    0.34% of the 13F portfolio, value $828,206.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth 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 18,251 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $842,032.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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