Wealth Quarterback LLC

SEC CIK: 0001803386
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

DFS holding history

Discover Financial Services in every 13F filed by Wealth Quarterback LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q3 2021): 40
Value: $5.00K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2021

Holdings of DFS by Wealth Quarterback LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	–	–	–	–	Not filed	Holders
Q3 2021	40	$5.00K	<0.1%	−5−11.1%	Reduced	Holders
Q2 2021	45	$6.00K	<0.1%	–	No prior filing	Holders