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Disclosery

QTR Family Wealth, LLC: MA position timeline

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

QTR Family Wealth, LLC held 1,222 MA 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 1,222 shares
    Change vs previous 13F +139 shares

    0.22% of the 13F portfolio, value $627,634.

    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 1,083 shares
    Change vs previous 13F +62 shares

    0.23% of the 13F portfolio, value $555,967.

    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 1,021 shares
    Change vs previous 13F -425 shares

    0.24% of the 13F portfolio, value $551,721.

    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 1,446 shares
    Change vs previous 13F +310 shares

    0.39% of the 13F portfolio, value $822,739.

    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 1,136 shares
    Change vs previous 13F +342 shares

    0.4% of the 13F portfolio, value $638,463.

    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 794 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $435,287.

    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).