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Disclosery

QTR Family Wealth, LLC: JSI position timeline

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

QTR Family Wealth, LLC held 50,548 JSI 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 50,548 shares
    Change vs previous 13F +5,435 shares

    0.9% of the 13F portfolio, value $2,588,559.

    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 45,113 shares
    Change vs previous 13F +1,757 shares

    0.98% of the 13F portfolio, value $2,341,353.

    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 43,356 shares
    Change vs previous 13F +14,243 shares

    1% of the 13F portfolio, value $2,272,722.

    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 29,113 shares
    Change vs previous 13F +1,323 shares

    0.72% of the 13F portfolio, value $1,521,757.

    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 27,790 shares
    Change vs previous 13F -1,881 shares

    0.91% of the 13F portfolio, value $1,462,298.

    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 29,671 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,553,265.

    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).