Position in A
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$228,069
+$29,630 QoQ
Shares Held
1,717
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#803
of 1,112 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,594,861 across 5 Diagnostics & Research names. A ranks #5 (14.3% of the industry book) .
All Filings in A
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,069 | 1,717 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $198,439 | 1,741 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||