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Journey Beyond Wealth, LLC: QTEC position timeline

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

Journey Beyond Wealth, LLC held 15,551 QTEC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,551 shares
    Change vs previous 13F -770 shares

    4.06% of the 13F portfolio, value $5,204,614.

    13F-HR 0002052989-26-000003 filed by Journey Beyond Wealth, 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 16,321 shares
    Change vs previous 13F +1,554 shares

    3.03% of the 13F portfolio, value $3,524,912.

    13F-HR 0002052989-26-000002 filed by Journey Beyond Wealth, 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 14,767 shares
    Change vs previous 13F -3,384 shares

    2.7% of the 13F portfolio, value $3,399,448.

    13F-HR 0002052989-26-000001 filed by Journey Beyond Wealth, 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 18,151 shares
    Change vs previous 13F -1,651 shares

    3.43% of the 13F portfolio, value $4,167,603.

    13F-HR 0002052989-25-000002 filed by Journey Beyond Wealth, 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 19,802 shares
    Change vs previous 13F -30 shares

    3.55% of the 13F portfolio, value $4,214,436.

    13F-HR 0001085146-25-004015 filed by Journey Beyond Wealth, 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 19,832 shares
    Change vs previous 13F +1,018 shares

    3.22% of the 13F portfolio, value $3,442,040.

    13F-HR 0001085146-25-002340 filed by Journey Beyond Wealth, 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 18,814 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $3,542,292.

    13F-HR 0001085146-25-001019 filed by Journey Beyond Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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