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Wells Financial Advisors INC: QUAL position timeline

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

Wells Financial Advisors INC held 4,665 QUAL 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 4,665 shares
    Change vs previous 13F -2,483 shares

    9.5% of the 13F portfolio, value $1,023,641.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 7,148 shares
    Change vs previous 13F -4,963 shares

    6.24% of the 13F portfolio, value $1,371,058.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    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 12,111 shares
    Change vs previous 13F -4,532 shares

    4.57% of the 13F portfolio, value $2,405,487.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    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 16,643 shares
    Change vs previous 13F -450 shares

    4.33% of the 13F portfolio, value $3,237,064.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    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 17,093 shares
    Change vs previous 13F -886 shares

    4.29% of the 13F portfolio, value $3,124,942.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    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 17,979 shares
    Change vs previous 13F -175 shares

    4.24% of the 13F portfolio, value $3,072,431.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    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 18,154 shares
    Change vs previous 13F +1,260 shares

    4.41% of the 13F portfolio, value $3,232,864.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    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 16,894 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $3,029,094.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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