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Disclosery

QTR Family Wealth, LLC: CFG position timeline

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

QTR Family Wealth, LLC held 3,732 CFG 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 3,732 shares
    Change vs previous 13F +91 shares

    0.09% of the 13F portfolio, value $261,501.

    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 3,641 shares
    Change vs previous 13F +321 shares

    0.1% of the 13F portfolio, value $236,192.

    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 3,320 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $224,266.

    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).