Skip to content
Disclosery

QTR Family Wealth, LLC: QQQE position timeline

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

QTR Family Wealth, LLC held 9,998 QQQE 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 9,998 shares
    Change vs previous 13F -467 shares

    0.42% of the 13F portfolio, value $1,219,798.

    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 10,465 shares
    Change vs previous 13F -475 shares

    0.45% of the 13F portfolio, value $1,083,250.

    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 10,940 shares
    Change vs previous 13F -1,650 shares

    0.5% of the 13F portfolio, value $1,125,885.

    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 12,590 shares
    Change vs previous 13F -2,095 shares

    0.61% of the 13F portfolio, value $1,279,258.

    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 14,685 shares
    Change vs previous 13F -19 shares

    0.89% of the 13F portfolio, value $1,443,724.

    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 14,704 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,282,083.

    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).