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Disclosery

MONEYWISE, INC.: QGRO position timeline

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

MONEYWISE, INC. held 16,553 QGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,553 shares
    Change vs previous 13F -939 shares

    0.73% of the 13F portfolio, value $1,954,083.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 17,492 shares
    Change vs previous 13F -2,688 shares

    0.8% of the 13F portfolio, value $1,837,146.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 20,180 shares
    Change vs previous 13F -12,242 shares

    0.96% of the 13F portfolio, value $2,311,035.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 32,422 shares
    Change vs previous 13F -2,979 shares

    1.68% of the 13F portfolio, value $3,709,044.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 35,401 shares
    Change vs previous 13F -3,926 shares

    1.81% of the 13F portfolio, value $3,863,002.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 39,327 shares
    Change vs previous 13F -7,570 shares

    1.95% of the 13F portfolio, value $3,683,724.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 46,897 shares
    Change vs previous 13F -22,422 shares

    2.34% of the 13F portfolio, value $4,675,631.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 69,319 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $6,312,183.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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