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Disclosery

CWM, LLC: QUAL position timeline

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

CWM, LLC held 1,889,343 QUAL shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,889,343 shares
    Change vs previous 13F -356,585 shares

    0.95% of the 13F portfolio, value $362,394,890.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,245,928 shares
    Change vs previous 13F -1,001,622 shares

    1.21% of the 13F portfolio, value $446,086,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,247,550 shares
    Change vs previous 13F -139,585 shares

    1.9% of the 13F portfolio, value $631,648,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,387,135 shares
    Change vs previous 13F +64,226 shares

    2.18% of the 13F portfolio, value $619,236,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,322,909 shares
    Change vs previous 13F -436,783 shares

    2.26% of the 13F portfolio, value $567,852,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,759,692 shares
    Change vs previous 13F -192,860 shares

    2.78% of the 13F portfolio, value $669,526,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,952,552 shares
    Change vs previous 13F -71,444 shares

    3.05% of the 13F portfolio, value $708,693,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 4,023,996 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $687,138,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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