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Disclosery

Quantum Private Wealth, LLC: FWD position timeline

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

Quantum Private Wealth, LLC held 73,382 FWD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,382 shares
    Change vs previous 13F -8,001 shares

    2.79% of the 13F portfolio, value $10,869,391.

    13F-HR 0001104659-26-088264 filed by Quantum Private 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 81,383 shares
    Change vs previous 13F +355 shares

    2.73% of the 13F portfolio, value $8,834,974.

    13F-HR 0001104659-26-049289 filed by Quantum Private 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 81,028 shares
    Change vs previous 13F +174 shares

    2.47% of the 13F portfolio, value $8,460,146.

    13F-HR 0001104659-26-011333 filed by Quantum Private 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 80,854 shares
    Change vs previous 13F +1,842 shares

    2.39% of the 13F portfolio, value $8,181,666.

    13F-HR 0001104659-25-109035 filed by Quantum Private 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 79,012 shares
    Change vs previous 13F +209 shares

    2.29% of the 13F portfolio, value $7,089,001.

    13F-HR 0001104659-25-076731 filed by Quantum Private 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 78,803 shares
    Change vs previous 13F +1,174 shares

    2.1% of the 13F portfolio, value $5,548,526.

    13F-HR 0001172661-25-001753 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,629 shares
    Change vs previous 13F +1,546 shares

    1.97% of the 13F portfolio, value $6,147,424.

    13F-HR 0001172661-25-000433 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,083 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $5,957,679.

    13F-HR 0001172661-24-004427 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).