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Disclosery

QTR Family Wealth, LLC: JIII position timeline

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

QTR Family Wealth, LLC held 42,539 JIII 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 42,539 shares
    Change vs previous 13F +3,156 shares

    0.74% of the 13F portfolio, value $2,120,125.

    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 39,383 shares
    Change vs previous 13F +9,833 shares

    0.82% of the 13F portfolio, value $1,975,077.

    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 29,550 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,498,185.

    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).