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QTR Family Wealth, LLC: QQQ position timeline

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

QTR Family Wealth, LLC held 8,138 QQQ 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 8,138 shares
    Change vs previous 13F +630 shares

    2.09% of the 13F portfolio, value $5,992,673.

    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 7,508 shares
    Change vs previous 13F +503 shares

    1.97% of the 13F portfolio, value $4,719,794.

    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 7,005 shares
    Change vs previous 13F +302 shares

    1.89% of the 13F portfolio, value $4,283,339.

    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 6,703 shares
    Change vs previous 13F -1,060 shares

    1.91% of the 13F portfolio, value $4,024,249.

    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 7,763 shares
    Change vs previous 13F +2,562 shares

    2.65% of the 13F portfolio, value $4,282,362.

    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 5,201 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,439,070.

    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).