QTR Family Wealth, LLC

Position in MA — Mastercard Inc

CIK 2067954 LAKE MARY, FL

Position in MA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$627,619

+$86,488 QoQ

Shares Held

1,222

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,419

of 3,563 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

QTR Family Wealth, LLC holds $2,520,500 across 4 Credit Services names. MA ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,578	$1,227,576
2	MA	Mastercard Inc This page	1,222	$627,619
3	COF	Capital One Financial Corp	2,317	$464,836
4	OMF	OneMain Holdings, Inc.	3,288	$200,469

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,619	1,222	+12.8%	Shares	Sole	2026-07-27
2026-03-31	$541,131	1,083	+6.1%	Shares	Sole	2026-04-16
2025-12-31	$582,868	1,021	-29.4%	Shares	Sole	2026-02-13
2025-09-30	$822,499	1,446	+27.3%	Shares	Sole	2025-10-29
2025-06-30	$638,363	1,136	+43.1%	Shares	Sole	2025-07-18
2025-03-31	$435,207	794	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.