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MCMORGAN & CO LLC: QUAL position timeline

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

MCMORGAN & CO LLC held 111,785 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 111,785 shares
    Change vs previous 13F -4,989 shares

    3.69% of the 13F portfolio, value $24,529,174.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 116,774 shares
    Change vs previous 13F -2,996 shares

    3.62% of the 13F portfolio, value $22,398,581.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 119,770 shares
    Change vs previous 13F -360 shares

    3.94% of the 13F portfolio, value $23,788,853.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO 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 120,130 shares
    Change vs previous 13F -9,084 shares

    3.6% of the 13F portfolio, value $23,365,423.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 129,214 shares
    Change vs previous 13F -506 shares

    3.48% of the 13F portfolio, value $23,622,970.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 129,720 shares
    Change vs previous 13F +911 shares

    3.55% of the 13F portfolio, value $22,167,784.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO 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 128,809 shares
    Change vs previous 13F -6,715 shares

    3.55% of the 13F portfolio, value $22,938,438.

    13F-HR 0001162695-25-000001 filed by MCMORGAN & CO 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 135,524 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $24,299,419.

    13F-HR 0001162695-24-000006 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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