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Wealth Quarterback LLC: C position timeline

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

Wealth Quarterback LLC held 2,764 C 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 2,764 shares
    Change vs previous 13F +72 shares

    0.12% of the 13F portfolio, value $386,785.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 2,692 shares
    Change vs previous 13F -150 shares

    0.12% of the 13F portfolio, value $305,255.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 2,842 shares
    Change vs previous 13F +16 shares

    0.12% of the 13F portfolio, value $331,679.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 2,826 shares
    Change vs previous 13F -112 shares

    0.11% of the 13F portfolio, value $286,855.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 2,938 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $250,096.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 2,934 shares
    Change vs previous 13F -286 shares

    0.12% of the 13F portfolio, value $208,295.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 3,220 shares
    Change vs previous 13F -138 shares

    0.11% of the 13F portfolio, value $226,683.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 3,358 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $210,225.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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