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Disclosery

Exchange Bank: QUAL position timeline

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

Exchange Bank held 6,343 QUAL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,343 shares
    Change vs previous 13F +1,824 shares

    0.87% of the 13F portfolio, value $1,409,670.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,519 shares
    Change vs previous 13F +1,634 shares

    0.62% of the 13F portfolio, value $991,604.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,885 shares
    Change vs previous 13F +225 shares

    0.38% of the 13F portfolio, value $553,372.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,660 shares
    Change vs previous 13F -24 shares

    0.37% of the 13F portfolio, value $528,331.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,684 shares
    Change vs previous 13F +453 shares

    0.36% of the 13F portfolio, value $522,042.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,231 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $407,872.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,231 shares
    Change vs previous 13F -101 shares

    0.31% of the 13F portfolio, value $381,256.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,332 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $415,282.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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