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QTR Family Wealth, LLC: FVD position timeline

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

QTR Family Wealth, LLC held 29,739 FVD 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 29,739 shares
    Change vs previous 13F -185 shares

    0.5% of the 13F portfolio, value $1,432,845.

    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 29,924 shares
    Change vs previous 13F -403 shares

    0.6% of the 13F portfolio, value $1,438,766.

    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 30,327 shares
    Change vs previous 13F -1,376 shares

    0.66% of the 13F portfolio, value $1,493,887.

    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 31,703 shares
    Change vs previous 13F -1,071 shares

    0.7% of the 13F portfolio, value $1,465,938.

    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 32,774 shares
    Change vs previous 13F -1,573 shares

    0.91% of the 13F portfolio, value $1,464,993.

    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 34,347 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,531,537.

    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).