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4WEALTH ADVISORS, INC.: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on QQQ, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 2,043 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,043 shares
    Change vs previous 13F +64 shares

    1.04% of the 13F portfolio, value $1,507,881.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,979 shares
    Change vs previous 13F +229 shares

    1.1% of the 13F portfolio, value $1,432,800.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,750 shares
    Change vs previous 13F -351 shares

    0.83% of the 13F portfolio, value $976,871.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,101 shares
    Change vs previous 13F -118 shares

    1.12% of the 13F portfolio, value $1,290,378.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,219 shares
    Change vs previous 13F +100 shares

    1.23% of the 13F portfolio, value $1,332,513.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,119 shares
    Change vs previous 13F +230 shares

    1.21% of the 13F portfolio, value $1,168,945.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,889 shares
    Change vs previous 13F +213 shares

    0.98% of the 13F portfolio, value $885,642.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,676 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $856,678.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).