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Selby Wealth Management, LLC: QDF position timeline

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

Selby Wealth Management, LLC held 16,403 QDF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,403 shares
    Change vs previous 13F -120 shares

    0.52% of the 13F portfolio, value $1,474,938.

    13F-HR 0001951757-26-000947 filed by Selby Wealth Management, 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 16,523 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,306,787.

    13F-HR 0001951757-26-000550 filed by Selby Wealth Management, 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 16,523 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,335,206.

    13F-HR 0001951757-26-000425 filed by Selby Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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