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Apriem Advisors: QQQ position timeline

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

Apriem Advisors held 12,774 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,774 shares
    Change vs previous 13F +163 shares

    0.81% of the 13F portfolio, value $9,406,841.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 12,611 shares
    Change vs previous 13F -111 shares

    0.69% of the 13F portfolio, value $7,278,921.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 12,722 shares
    Change vs previous 13F +18 shares

    0.72% of the 13F portfolio, value $7,815,521.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 12,704 shares
    Change vs previous 13F +1 shares

    0.72% of the 13F portfolio, value $7,626,946.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 12,703 shares
    Change vs previous 13F +87 shares

    0.75% of the 13F portfolio, value $7,008,007.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 12,616 shares
    Change vs previous 13F -132 shares

    0.69% of the 13F portfolio, value $5,916,127.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 12,748 shares
    Change vs previous 13F +181 shares

    0.75% of the 13F portfolio, value $6,517,413.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,567 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $6,133,826.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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