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Disclosery

Wealth Quarterback LLC: DIA position timeline

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

Wealth Quarterback LLC held 8,939 DIA 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 8,939 shares
    Change vs previous 13F +6,841 shares

    1.44% of the 13F portfolio, value $4,669,398.

    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 2,098 shares
    Change vs previous 13F -167 shares

    0.38% of the 13F portfolio, value $971,767.

    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 2,265 shares
    Change vs previous 13F -17,436 shares

    0.39% of the 13F portfolio, value $1,088,348.

    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 19,701 shares
    Change vs previous 13F +570 shares

    3.53% of the 13F portfolio, value $9,136,248.

    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 19,131 shares
    Change vs previous 13F -10,384 shares

    4% of the 13F portfolio, value $8,430,136.

    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 29,515 shares
    Change vs previous 13F -7,321 shares

    6.97% of the 13F portfolio, value $12,392,925.

    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 36,836 shares
    Change vs previous 13F +14,907 shares

    7.36% of the 13F portfolio, value $15,673,738.

    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 21,929 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $9,278,417.

    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).