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Apriem Advisors: QQQM position timeline

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

Apriem Advisors held 111,422 QQQM 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 111,422 shares
    Change vs previous 13F +3,808 shares

    2.92% of the 13F portfolio, value $33,757,579.

    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 107,614 shares
    Change vs previous 13F -15,435 shares

    2.44% of the 13F portfolio, value $25,571,241.

    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 123,049 shares
    Change vs previous 13F +2,823 shares

    2.86% of the 13F portfolio, value $31,121,555.

    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 120,226 shares
    Change vs previous 13F +2,952 shares

    2.81% of the 13F portfolio, value $29,710,250.

    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 117,274 shares
    Change vs previous 13F +5,911 shares

    2.83% of the 13F portfolio, value $26,632,926.

    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 111,363 shares
    Change vs previous 13F +22,169 shares

    2.52% of the 13F portfolio, value $21,495,286.

    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 89,194 shares
    Change vs previous 13F +6,487 shares

    2.15% of the 13F portfolio, value $18,770,877.

    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 82,707 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $16,611,701.

    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).