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Disclosery

Quantum Private Wealth, LLC: WHR position timeline

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

Quantum Private Wealth, LLC held 0 WHR 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 0 shares
    Change vs previous 13F -4,120 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,120 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $222,150.

    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 4,120 shares
    Change vs previous 13F -2,000 shares

    0.09% of the 13F portfolio, value $297,217.

    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 6,120 shares
    Change vs previous 13F +1,700 shares

    0.14% of the 13F portfolio, value $481,032.

    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 4,420 shares
    Change vs previous 13F -2,935 shares

    0.15% of the 13F portfolio, value $448,276.

    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 7,355 shares
    Change vs previous 13F -1,600 shares

    0.25% of the 13F portfolio, value $662,906.

    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 8,955 shares
    Change vs previous 13F +370 shares

    0.33% of the 13F portfolio, value $1,025,169.

    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 8,585 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $918,595.

    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).