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BWM Planning, LLC: QVAL position timeline

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

BWM Planning, LLC held 300,787 QVAL 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 300,787 shares
    Change vs previous 13F +10,447 shares

    3.87% of the 13F portfolio, value $16,678,666.

    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 290,340 shares
    Change vs previous 13F -11,536 shares

    3.99% of the 13F portfolio, value $15,138,746.

    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 301,876 shares
    Change vs previous 13F +17,334 shares

    3.94% of the 13F portfolio, value $14,730,064.

    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 284,542 shares
    Change vs previous 13F +30,816 shares

    3.95% of the 13F portfolio, value $13,273,892.

    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 253,726 shares
    Change vs previous 13F +58,310 shares

    3.85% of the 13F portfolio, value $11,166,470.

    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 195,416 shares
    Change vs previous 13F +18,731 shares

    3.53% of the 13F portfolio, value $8,334,484.

    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 176,685 shares
    Change vs previous 13F +3,455 shares

    3.43% of the 13F portfolio, value $7,887,220.

    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 173,230 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $7,992,156.

    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).