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Disclosery

Wise Wealth Partners: QUAL position timeline

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

Wise Wealth Partners held 2,623 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,623 shares
    Change vs previous 13F -2,561 shares

    0.98% of the 13F portfolio, value $575,517.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 5,184 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $994,369.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 5,184 shares
    Change vs previous 13F -74 shares

    1.48% of the 13F portfolio, value $1,029,645.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 5,258 shares
    Change vs previous 13F -74 shares

    1.56% of the 13F portfolio, value $1,022,624.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 5,332 shares
    Change vs previous 13F -11,129 shares

    1.63% of the 13F portfolio, value $974,797.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 16,461 shares
    Change vs previous 13F +265 shares

    6.72% of the 13F portfolio, value $2,812,971.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 16,196 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $2,884,102.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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