Quaker Wealth Management, LLC

SEC CIK: 0001733472
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MORN holding history

Morningstar, Inc. in every 13F filed by Quaker Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MORN overview All 13F holders of MORN Full Q2 2026 holdings

Shares (Q2 2026): 4
Value: $625
% of portfolio: <0.1%
Quarters held: 4; Since Q2 2025

Holdings of MORN by Quaker Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4	$625	<0.1%	00.0%	Unchanged	Holders
Q1 2026	4	$677	<0.1%	+3+300.0%	Added	Holders
Q4 2025	1	$218	<0.1%	+1	New	Holders
Q3 2025	0	$0	0.0%	−1−100.0%	Sold out	Holders
Q2 2025	1	$314	<0.1%	+1	New	Holders