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Antonelli Financial Advisors, LLC: QQQ position timeline

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

Antonelli Financial Advisors, LLC held 23,621 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 23,621 shares
    Change vs previous 13F -2,182 shares

    12.64% of the 13F portfolio, value $17,474,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,803 shares
    Change vs previous 13F -11,027 shares

    13.03% of the 13F portfolio, value $19,001,000.

    13F-HR 0002055364-26-000006 filed by Antonelli Financial 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 ended2026-03-31
    13F 36,830 shares
    Change vs previous 13F -6,562 shares

    14.69% of the 13F portfolio, value $21,258,000.

    13F-HR 0002055364-26-000004 filed by Antonelli Financial 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 ended2025-12-31
    13F 43,392 shares
    Change vs previous 13F -955 shares

    17.53% of the 13F portfolio, value $26,656,000.

    13F-HR 0002055364-26-000002 filed by Antonelli Financial 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 ended2025-09-30
    13F 44,347 shares
    Change vs previous 13F -1,384 shares

    18.09% of the 13F portfolio, value $26,624,629.

    13F-HR 0002055364-25-000004 filed by Antonelli Financial 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 ended2025-06-30
    13F 45,731 shares
    Change vs previous 13F +4,163 shares

    18.21% of the 13F portfolio, value $25,227,067.

    13F-HR 0001667731-25-000938 filed by Antonelli Financial 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 ended2025-03-31
    13F 41,568 shares
    Change vs previous 13F +11,454 shares

    15.7% of the 13F portfolio, value $19,492,083.

    13F-HR 0001667731-25-000484 filed by Antonelli Financial Advisors, LLC
    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 30,114 shares
    Change vs previous 13F not available

    13.01% of the 13F portfolio, value $15,395,198.

    13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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