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Base Wealth Management LLC: QQQ position timeline

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

Base Wealth Management LLC held 11,363 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 11,363 shares
    Change vs previous 13F -438 shares

    3.89% of the 13F portfolio, value $8,368,063.

    13F-HR 0002083977-26-000005 filed by Base Wealth Management 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 11,801 shares
    Change vs previous 13F -3,460 shares

    3.81% of the 13F portfolio, value $6,811,357.

    13F-HR 0002083977-26-000004 filed by Base Wealth Management 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 15,261 shares
    Change vs previous 13F -1,643 shares

    5.05% of the 13F portfolio, value $9,375,265.

    13F-HR 0002083977-26-000002 filed by Base Wealth Management 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 16,904 shares
    Change vs previous 13F +1,223 shares

    5.78% of the 13F portfolio, value $10,148,367.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management 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 15,681 shares
    Change vs previous 13F +1,742 shares

    5.54% of the 13F portfolio, value $8,650,104.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management 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 13,939 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $6,536,344.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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