Position in SF
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$277,126
+$40,461 QoQ
Shares Held
3,749
+32.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,376,870 across 4 Capital Markets names.
All Filings in SF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,126 | 3,749 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $236,665 | 1,890 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||