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QTR Family Wealth, LLC: XJUN position timeline

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

QTR Family Wealth, LLC held 16,624 XJUN 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 16,624 shares
    Change vs previous 13F -36 shares

    0.26% of the 13F portfolio, value $738,585.

    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 16,660 shares
    Change vs previous 13F -1,579 shares

    0.3% of the 13F portfolio, value $729,523.

    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 18,239 shares
    Change vs previous 13F -380 shares

    0.35% of the 13F portfolio, value $789,352.

    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 18,619 shares
    Change vs previous 13F -2,135 shares

    0.37% of the 13F portfolio, value $785,751.

    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 20,754 shares
    Change vs previous 13F -527 shares

    0.53% of the 13F portfolio, value $852,366.

    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 21,281 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $819,027.

    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).