Wolff Financial Management LLC: QUAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolff Financial Management LLC on QUAL, newest first. How the timeline and the estimate are built.
Wolff Financial Management LLC held 5,004 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 5,004 sharesChange vs previous 13F +4 shares
0.22% of the 13F portfolio, value $1,098,135.
13F-HR 0001767940-26-000004 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,000 sharesChange vs previous 13F -148 shares
0.21% of the 13F portfolio, value $959,103.
13F-HR 0001767940-26-000003 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,148 sharesChange vs previous 13F -18 shares
0.23% of the 13F portfolio, value $1,022,479.
13F-HR 0001767940-26-000001 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,166 sharesChange vs previous 13F -27 shares
0.23% of the 13F portfolio, value $1,004,857.
13F-HR 0001767940-25-000006 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,193 sharesChange vs previous 13F +5 shares
0.25% of the 13F portfolio, value $949,000.
13F-HR 0001767940-25-000004 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,188 sharesChange vs previous 13F -25 shares
0.25% of the 13F portfolio, value $887,000.
13F-HR 0001767940-25-000003 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,213 sharesChange vs previous 13F -501 shares
0.26% of the 13F portfolio, value $928,000.
13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,714 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $1,025,000.
13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).