Position in USA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$97,114
+$4,346 QoQ
Shares Held
16,715
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#151
of 228 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Quantum Private Wealth, LLC holds $515,968 across 3 Asset Management names. USA ranks #3 (18.8% of the industry book) .
All Filings in USA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,114 | 16,715 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $92,768 | 16,715 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $104,970 | 16,715 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $169,373 | 26,715 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $181,929 | 26,715 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $240,483 | 36,715 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $255,169 | 36,715 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $331,676 | 46,715 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $317,662 | 46,715 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $391,212 | 54,715 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $349,081 | 54,715 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $323,912 | 54,715 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $354,006 | 54,715 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $463,233 | 74,715 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $425,875 | 74,715 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $553,000 | 100,000 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||