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Family Manage LLC: QUAL position timeline

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

Family Manage LLC held 149,085 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,085 shares
    Change vs previous 13F -6,251 shares

    3.43% of the 13F portfolio, value $32,713,722.

    13F-HR 0001398344-26-014630 filed by Family Manage 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 155,336 shares
    Change vs previous 13F -6,944 shares

    3.57% of the 13F portfolio, value $29,794,998.

    13F-HR 0001398344-26-009312 filed by Family Manage 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 162,280 shares
    Change vs previous 13F +11,665 shares

    4.07% of the 13F portfolio, value $32,232,054.

    13F-HR 0001398344-26-003235 filed by Family Manage 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 150,615 shares
    Change vs previous 13F -1,399 shares

    4.06% of the 13F portfolio, value $29,294,618.

    13F-HR 0001398344-25-020877 filed by Family Manage 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 152,014 shares
    Change vs previous 13F +3,479 shares

    4.22% of the 13F portfolio, value $27,791,199.

    13F-HR 0001398344-25-015679 filed by Family Manage 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 148,535 shares
    Change vs previous 13F -24,300 shares

    4.19% of the 13F portfolio, value $25,383,146.

    13F-HR 0001398344-25-009654 filed by Family Manage 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 172,835 shares
    Change vs previous 13F +2,801 shares

    4.99% of the 13F portfolio, value $30,778,456.

    13F-HR 0001398344-25-002872 filed by Family Manage 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 170,034 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $30,487,125.

    13F-HR 0001398344-24-020770 filed by Family Manage LLC
    Filed (acceptance time not in the bulk data set), ingested

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