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Disclosery

LPWM LLC: QUAL position timeline

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

LPWM LLC held 6,961 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,961 shares
    Change vs previous 13F -164 shares

    0.34% of the 13F portfolio, value $1,527,556.

    13F-HR 0001951757-26-001044 filed by LPWM 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 7,125 shares
    Change vs previous 13F +308 shares

    0.34% of the 13F portfolio, value $1,366,636.

    13F-HR 0001951757-26-000557 filed by LPWM 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 6,817 shares
    Change vs previous 13F +540 shares

    0.34% of the 13F portfolio, value $1,354,053.

    13F-HR 0001951757-26-000010 filed by LPWM 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 6,277 shares
    Change vs previous 13F +135 shares

    0.33% of the 13F portfolio, value $1,220,954.

    13F-HR 0001951757-25-001174 filed by LPWM 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 6,142 shares
    Change vs previous 13F -2 shares

    0.33% of the 13F portfolio, value $1,122,931.

    13F-HR 0001951757-25-000587 filed by LPWM 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 6,144 shares
    Change vs previous 13F +467 shares

    0.34% of the 13F portfolio, value $1,049,979.

    13F-HR 0001951757-25-000345 filed by LPWM 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 5,677 shares
    Change vs previous 13F +689 shares

    0.32% of the 13F portfolio, value $1,010,974.

    13F-HR 0001951757-25-000018 filed by LPWM 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 4,988 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $889,660.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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