Position in IT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$222,168
New position
Shares Held
1,714
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#448
of 647 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 13%
Shared 0%
None 87%
Position in Information Technology Services
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,322,237 across 3 Information Technology Services names. IT ranks #3 (16.8% of the industry book) .
All Filings in IT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,168 | 1,714 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||