Skip to content
Disclosery

QTR Family Wealth, LLC: FMB position timeline

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

QTR Family Wealth, LLC held 4,676 FMB 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 4,676 shares
    Change vs previous 13F +19 shares

    0.08% of the 13F portfolio, value $240,204.

    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 4,657 shares
    Change vs previous 13F +22 shares

    0.1% of the 13F portfolio, value $238,387.

    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 4,635 shares
    Change vs previous 13F +41 shares

    0.11% of the 13F portfolio, value $239,853.

    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 4,594 shares
    Change vs previous 13F +31 shares

    0.11% of the 13F portfolio, value $232,899.

    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 4,563 shares
    Change vs previous 13F +25 shares

    0.14% of the 13F portfolio, value $227,322.

    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 4,538 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $228,809.

    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).