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Disclosery

QTR Family Wealth, LLC: CNC position timeline

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

QTR Family Wealth, LLC held 12,292 CNC 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 12,292 shares
    Change vs previous 13F +487 shares

    0.27% of the 13F portfolio, value $789,023.

    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 11,805 shares
    Change vs previous 13F -4,969 shares

    0.18% of the 13F portfolio, value $439,854.

    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 16,774 shares
    Change vs previous 13F +10,570 shares

    0.29% of the 13F portfolio, value $664,406.

    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 6,204 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $221,364.

    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).