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Disclosery

Wealth Group Ltd: QUAL position timeline

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

Wealth Group Ltd held 213,386 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 213,386 shares
    Change vs previous 13F -2,524 shares

    8.87% of the 13F portfolio, value $47,900,898.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 215,910 shares
    Change vs previous 13F +6,293 shares

    9.07% of the 13F portfolio, value $47,377,029.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 209,617 shares
    Change vs previous 13F +5,725 shares

    9.16% of the 13F portfolio, value $40,206,599.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 203,892 shares
    Change vs previous 13F +6,952 shares

    9.06% of the 13F portfolio, value $40,496,974.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 196,940 shares
    Change vs previous 13F +9,283 shares

    8.86% of the 13F portfolio, value $38,304,763.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 187,657 shares
    Change vs previous 13F +8,566 shares

    8.74% of the 13F portfolio, value $34,307,507.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 179,091 shares
    Change vs previous 13F +7,458 shares

    8.97% of the 13F portfolio, value $30,604,870.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 171,633 shares
    Change vs previous 13F not available

    8.84% of the 13F portfolio, value $30,564,363.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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