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Disclosery

QTR Family Wealth, LLC: IWF position timeline

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

QTR Family Wealth, LLC held 2,238 IWF 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 2,238 shares
    Change vs previous 13F +1,679 shares

    0.1% of the 13F portfolio, value $277,855.

    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 559 shares
    Change vs previous 13F -34 shares

    0.11% of the 13F portfolio, value $257,587.

    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 593 shares
    Change vs previous 13F -44 shares

    0.12% of the 13F portfolio, value $272,268.

    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 637 shares
    Change vs previous 13F -113 shares

    0.14% of the 13F portfolio, value $298,172.

    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 750 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $318,600.

    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 750 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $270,892.

    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).