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AGH Wealth Advisors, LLC: QQQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AGH Wealth Advisors, LLC on QQQM, newest first. How the timeline and the estimate are built.

AGH Wealth Advisors, LLC held 18,418 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,418 shares
    Change vs previous 13F +494 shares

    3.52% of the 13F portfolio, value $5,584,501.

    13F-HR 0002061010-26-000003 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 17,924 shares
    Change vs previous 13F -6,563 shares

    3.14% of the 13F portfolio, value $4,263,297.

    13F-HR 0002061010-26-000002 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 24,487 shares
    Change vs previous 13F +92 shares

    4.66% of the 13F portfolio, value $6,197,817.

    13F-HR 0002061010-26-000001 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,395 shares
    Change vs previous 13F +507 shares

    4.42% of the 13F portfolio, value $6,032,378.

    13F-HR 0002061010-25-000002 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 23,888 shares
    Change vs previous 13F +823 shares

    4.47% of the 13F portfolio, value $5,428,383.

    13F-HR 0001085146-25-004521 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 23,065 shares
    Change vs previous 13F +7,001 shares

    4.3% of the 13F portfolio, value $4,454,995.

    13F-HR 0001085146-25-002056 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,064 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $3,380,690.

    13F-HR 0001085146-25-001890 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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