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QTR Family Wealth, LLC: ASCE position timeline

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

QTR Family Wealth, LLC held 26,081 ASCE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,081 shares
    Change vs previous 13F +403 shares

    0.32% of the 13F portfolio, value $915,188.

    13F-HR 0002067954-26-000003 filed by QTR Family 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 25,678 shares
    Change vs previous 13F +1,193 shares

    0.33% of the 13F portfolio, value $781,643.

    13F-HR 0002067954-26-000002 filed by QTR Family 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 24,485 shares
    Change vs previous 13F +2,126 shares

    0.31% of the 13F portfolio, value $704,982.

    13F-HR 0002067954-26-000001 filed by QTR Family 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 22,359 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $589,830.

    13F-HR 0002067954-25-000004 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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