Skip to content
Disclosery

Schrum Private Wealth Management LLC: QUAL position timeline

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

Schrum Private Wealth Management LLC held 5,383 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,383 shares
    Change vs previous 13F -2,255 shares

    1% of the 13F portfolio, value $975,878.

    13F-HR 0001914987-26-000003 filed by Schrum Private Wealth Management 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 7,638 shares
    Change vs previous 13F -631 shares

    1.12% of the 13F portfolio, value $1,464,963.

    13F-HR 0001914987-26-000002 filed by Schrum Private Wealth Management 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 8,269 shares
    Change vs previous 13F +102 shares

    1.21% of the 13F portfolio, value $1,642,456.

    13F-HR 0001914987-26-000001 filed by Schrum Private Wealth Management 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 8,167 shares
    Change vs previous 13F +129 shares

    1.16% of the 13F portfolio, value $1,588,564.

    13F-HR 0001914987-25-000004 filed by Schrum Private Wealth Management 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 8,038 shares
    Change vs previous 13F +527 shares

    1.18% of the 13F portfolio, value $1,469,646.

    13F-HR 0001085146-25-004091 filed by Schrum Private Wealth Management 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 7,511 shares
    Change vs previous 13F +648 shares

    1.13% of the 13F portfolio, value $1,283,590.

    13F-HR 0001085146-25-002559 filed by Schrum Private Wealth Management 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 6,863 shares
    Change vs previous 13F -3,183 shares

    1.04% of the 13F portfolio, value $1,222,141.

    13F-HR 0001085146-25-000871 filed by Schrum Private Wealth Management 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 10,046 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,801,378.

    13F-HR 0001085146-24-005369 filed by Schrum Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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