Position in OC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$234,942
New position
Shares Held
1,478
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#465
of 685 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $951,559 across 3 Building Products & Equipment names. OC ranks #3 (24.7% of the industry book) .
All Filings in OC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,942 | 1,478 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||