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Wealth Quarterback LLC: QUAL position timeline

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

Wealth Quarterback LLC held 75,806 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,806 shares
    Change vs previous 13F +4,979 shares

    5.14% of the 13F portfolio, value $16,634,032.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 70,827 shares
    Change vs previous 13F +437 shares

    5.35% of the 13F portfolio, value $13,585,249.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 70,390 shares
    Change vs previous 13F +1,718 shares

    5.03% of the 13F portfolio, value $13,980,929.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 68,672 shares
    Change vs previous 13F +2,136 shares

    5.17% of the 13F portfolio, value $13,356,780.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 66,536 shares
    Change vs previous 13F -15,814 shares

    5.77% of the 13F portfolio, value $12,164,094.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 82,350 shares
    Change vs previous 13F +3,651 shares

    7.92% of the 13F portfolio, value $14,072,744.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 78,699 shares
    Change vs previous 13F +15,136 shares

    6.58% of the 13F portfolio, value $14,014,654.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 63,563 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $11,396,767.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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