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Watts Gwilliam & Co., LLC: QUAL position timeline

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

Watts Gwilliam & Co., LLC held 64,266 QUAL shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 64,266 shares
    Change vs previous 13F -287 shares

    2.02% of the 13F portfolio, value $12,499,781.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & 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 ended2025-06-30
    13F 64,553 shares
    Change vs previous 13F -3,243 shares

    2.04% of the 13F portfolio, value $12,395,545.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & 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 ended2025-03-31
    13F 67,796 shares
    Change vs previous 13F +394 shares

    2.51% of the 13F portfolio, value $11,585,668.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & 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 ended2024-12-31
    13F 67,402 shares
    Change vs previous 13F -2,873 shares

    2.54% of the 13F portfolio, value $12,040,752.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & 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 ended2024-09-30
    13F 70,275 shares
    Change vs previous 13F -117 shares

    2.75% of the 13F portfolio, value $12,605,848.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & 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 ended2024-03-31
    13F 70,392 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $11,513,251.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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