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Balance Wealth Partners LLC: QQQ position timeline

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

Balance Wealth Partners LLC held 52,718 QQQ 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 52,718 shares
    Change vs previous 13F +2,745 shares

    10.32% of the 13F portfolio, value $38,821,357.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 49,973 shares
    Change vs previous 13F +4,124 shares

    8.96% of the 13F portfolio, value $28,843,906.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 45,849 shares
    Change vs previous 13F -72,161 shares

    9.04% of the 13F portfolio, value $28,165,611.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 118,010 shares
    Change vs previous 13F +117,115 shares

    17.5% of the 13F portfolio, value $70,849,691.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 895 shares
    Change vs previous 13F +40 shares

    0.29% of the 13F portfolio, value $493,652.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 855 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $401,073.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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