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Ballew Advisors, Inc: QQQ position timeline

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

Ballew Advisors, Inc held 4,612 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,612 shares
    Change vs previous 13F +4,612 shares

    1.72% of the 13F portfolio, value $3,456,903.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -4,961 shares

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 4,961 shares
    Change vs previous 13F +2 shares

    1.71% of the 13F portfolio, value $3,027,369.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    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 4,959 shares
    Change vs previous 13F +38 shares

    1.75% of the 13F portfolio, value $3,105,444.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    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 4,921 shares
    Change vs previous 13F +1,513 shares

    1.64% of the 13F portfolio, value $2,942,591.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    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 3,408 shares
    Change vs previous 13F -167 shares

    1.13% of the 13F portfolio, value $1,895,822.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    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 3,575 shares
    Change vs previous 13F -220 shares

    1.09% of the 13F portfolio, value $1,624,639.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    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 3,795 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,918,731.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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