Skip to content
Disclosery

QTR Family Wealth, LLC: JBBB position timeline

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

QTR Family Wealth, LLC held 12,870 JBBB 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 12,870 shares
    Change vs previous 13F -413 shares

    0.21% of the 13F portfolio, value $609,396.

    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 13,283 shares
    Change vs previous 13F -10,162 shares

    0.26% of the 13F portfolio, value $622,698.

    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 23,445 shares
    Change vs previous 13F -29,918 shares

    0.49% of the 13F portfolio, value $1,121,146.

    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 53,363 shares
    Change vs previous 13F +979 shares

    1.22% of the 13F portfolio, value $2,570,511.

    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 52,384 shares
    Change vs previous 13F +4,503 shares

    1.56% of the 13F portfolio, value $2,525,457.

    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 47,881 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,330,378.

    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).