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Disclosery

Bernard Wealth Management Corp.: QQQ position timeline

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

Bernard Wealth Management Corp. held 5,005 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,005 shares
    Change vs previous 13F -57 shares

    1.36% of the 13F portfolio, value $3,685,360.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 5,062 shares
    Change vs previous 13F -2,920 shares

    1.25% of the 13F portfolio, value $2,921,433.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 7,982 shares
    Change vs previous 13F +94 shares

    1.99% of the 13F portfolio, value $4,903,641.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 7,888 shares
    Change vs previous 13F +560 shares

    1.98% of the 13F portfolio, value $4,735,453.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 7,328 shares
    Change vs previous 13F -338 shares

    1.87% of the 13F portfolio, value $4,042,563.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 7,666 shares
    Change vs previous 13F -50 shares

    1.76% of the 13F portfolio, value $3,594,646.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 7,716 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $3,944,547.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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