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Disclosery

Wellment Financial: QBER position timeline

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

Wellment Financial held 94,800 QBER 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 94,800 shares
    Change vs previous 13F +5,734 shares

    2.57% of the 13F portfolio, value $2,256,248.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 89,066 shares
    Change vs previous 13F -126,328 shares

    2.66% of the 13F portfolio, value $2,149,454.

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    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 215,394 shares
    Change vs previous 13F -29,422 shares

    6.06% of the 13F portfolio, value $5,163,000.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    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 244,816 shares
    Change vs previous 13F +77,332 shares

    7.14% of the 13F portfolio, value $6,032,289.

    13F-HR 0001940000-25-000003 filed by Wellment Financial
    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 167,484 shares
    Change vs previous 13F +55,609 shares

    5.31% of the 13F portfolio, value $4,131,828.

    13F-HR 0001085146-25-004376 filed by Wellment Financial
    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 111,875 shares
    Change vs previous 13F +1,467 shares

    3.66% of the 13F portfolio, value $2,773,379.

    13F-HR 0001085146-25-002389 filed by Wellment Financial
    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 110,408 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $2,726,534.

    13F-HR 0001085146-25-000591 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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