Wealth Quarterback LLC

CIK 0001803386 • 7 13F filings • May 5, 2025 – Oct 20, 2026

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=jivedata("wealth-quarterback-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

No holdings data for this filing. Run the 13f-holdings-enricher to populate.

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001803386-26-000006	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001803386-26-000001	$277.7M	View
Oct 20, 2025	Q3 2025