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QTR Family Wealth, LLC: VSDA position timeline

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

QTR Family Wealth, LLC held 6,635 VSDA 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 6,635 shares
    Change vs previous 13F -496 shares

    0.13% of the 13F portfolio, value $385,979.

    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 7,131 shares
    Change vs previous 13F -105 shares

    0.17% of the 13F portfolio, value $396,615.

    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 7,236 shares
    Change vs previous 13F -311 shares

    0.19% of the 13F portfolio, value $423,590.

    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 7,547 shares
    Change vs previous 13F -1,064 shares

    0.19% of the 13F portfolio, value $403,549.

    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 8,611 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $446,065.

    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 8,607 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $444,828.

    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).