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BWM Planning, LLC: QMOM position timeline

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

BWM Planning, LLC held 205,011 QMOM 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 205,011 shares
    Change vs previous 13F +4,056 shares

    3.74% of the 13F portfolio, value $16,140,547.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 200,955 shares
    Change vs previous 13F +4,034 shares

    3.62% of the 13F portfolio, value $13,727,253.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 196,921 shares
    Change vs previous 13F +14,266 shares

    3.44% of the 13F portfolio, value $12,857,675.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 182,655 shares
    Change vs previous 13F +13,878 shares

    3.5% of the 13F portfolio, value $11,770,465.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 168,777 shares
    Change vs previous 13F +47,207 shares

    3.78% of the 13F portfolio, value $10,967,124.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 121,570 shares
    Change vs previous 13F +8,760 shares

    3.06% of the 13F portfolio, value $7,221,253.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 112,810 shares
    Change vs previous 13F +10,055 shares

    3.15% of the 13F portfolio, value $7,234,500.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 102,755 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $6,595,843.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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