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Disclosery

WT Wealth Management: QGRO position timeline

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

WT Wealth Management held 20,718 QGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,718 shares
    Change vs previous 13F +5,434 shares

    0.68% of the 13F portfolio, value $2,445,760.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 15,284 shares
    Change vs previous 13F +893 shares

    0.48% of the 13F portfolio, value $1,605,279.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 14,391 shares
    Change vs previous 13F +1,181 shares

    0.47% of the 13F portfolio, value $1,648,057.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 13,210 shares
    Change vs previous 13F +1,021 shares

    0.43% of the 13F portfolio, value $1,511,224.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 12,189 shares
    Change vs previous 13F -3,237 shares

    0.39% of the 13F portfolio, value $1,330,064.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 15,426 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,444,953.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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