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QTR Family Wealth, LLC: XSEP position timeline

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

QTR Family Wealth, LLC held 6,948 XSEP 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 6,948 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $308,526.

    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 6,948 shares
    Change vs previous 13F -1,500 shares

    0.12% of the 13F portfolio, value $299,876.

    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 8,448 shares
    Change vs previous 13F -60 shares

    0.16% of the 13F portfolio, value $360,850.

    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 8,508 shares
    Change vs previous 13F -886 shares

    0.17% of the 13F portfolio, value $353,881.

    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 9,394 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $381,477.

    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 9,394 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $363,227.

    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).