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QTR Family Wealth, LLC: FIXD position timeline

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

QTR Family Wealth, LLC held 30,893 FIXD 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 30,893 shares
    Change vs previous 13F -291 shares

    0.47% of the 13F portfolio, value $1,347,230.

    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 31,184 shares
    Change vs previous 13F -2,446 shares

    0.57% of the 13F portfolio, value $1,374,196.

    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 33,630 shares
    Change vs previous 13F -2,261 shares

    0.66% of the 13F portfolio, value $1,498,218.

    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 35,891 shares
    Change vs previous 13F -1,502 shares

    0.76% of the 13F portfolio, value $1,594,288.

    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 37,393 shares
    Change vs previous 13F -5,500 shares

    1.02% of the 13F portfolio, value $1,641,194.

    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 42,893 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,880,420.

    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).