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Disclosery

QTR Family Wealth, LLC: DIA position timeline

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

QTR Family Wealth, LLC held 2,725 DIA 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 2,725 shares
    Change vs previous 13F +246 shares

    0.5% of the 13F portfolio, value $1,423,408.

    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 2,479 shares
    Change vs previous 13F +136 shares

    0.5% of the 13F portfolio, value $1,203,468.

    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 2,343 shares
    Change vs previous 13F +183 shares

    0.52% of the 13F portfolio, value $1,175,950.

    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 2,160 shares
    Change vs previous 13F +2 shares

    0.48% of the 13F portfolio, value $1,001,625.

    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).

  5. period ended2025-06-30
    13F 2,158 shares
    Change vs previous 13F +65 shares

    0.59% of the 13F portfolio, value $950,884.

    13F-HR 0002067954-25-000002 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).

  6. period ended2025-03-31
    13F 2,093 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $878,938.

    13F-HR 0002067954-25-000001 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).