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Disclosery

Wealth Quarterback LLC: OUNZ position timeline

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

Wealth Quarterback LLC held 22,811 OUNZ 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 22,811 shares
    Change vs previous 13F -42 shares

    0.27% of the 13F portfolio, value $880,268.

    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 22,853 shares
    Change vs previous 13F +2,079 shares

    0.41% of the 13F portfolio, value $1,029,517.

    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 20,774 shares
    Change vs previous 13F +5,191 shares

    0.31% of the 13F portfolio, value $861,706.

    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 15,583 shares
    Change vs previous 13F +3,578 shares

    0.22% of the 13F portfolio, value $579,532.

    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 12,005 shares
    Change vs previous 13F -658 shares

    0.18% of the 13F portfolio, value $382,839.

    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 12,663 shares
    Change vs previous 13F +150 shares

    0.21% of the 13F portfolio, value $381,663.

    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 12,513 shares
    Change vs previous 13F +496 shares

    0.15% of the 13F portfolio, value $316,579.

    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 12,017 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $305,112.

    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).