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Disclosery

CWM, LLC: QVAL position timeline

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

CWM, LLC held 217,002 QVAL 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 217,002 shares
    Change vs previous 13F -8,204 shares

    0.03% of the 13F portfolio, value $11,314,800.

    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 225,206 shares
    Change vs previous 13F +5,497 shares

    0.03% of the 13F portfolio, value $10,989,000.

    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 219,709 shares
    Change vs previous 13F -10,389 shares

    0.03% of the 13F portfolio, value $10,249,000.

    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 230,098 shares
    Change vs previous 13F +5,616 shares

    0.04% of the 13F portfolio, value $10,127,000.

    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 224,482 shares
    Change vs previous 13F +33,936 shares

    0.04% of the 13F portfolio, value $9,574,000.

    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 190,546 shares
    Change vs previous 13F +14,301 shares

    0.04% of the 13F portfolio, value $8,506,000.

    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 176,245 shares
    Change vs previous 13F +91,888 shares

    0.03% of the 13F portfolio, value $8,131,000.

    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 84,357 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,616,000.

    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).