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Bestgate Wealth Advisors, LLC: QQQM position timeline

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

Bestgate Wealth Advisors, LLC held 33,731 QQQM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,731 shares
    Change vs previous 13F +19,864 shares

    6.5% of the 13F portfolio, value $10,275,718.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,867 shares
    Change vs previous 13F +116 shares

    6.69% of the 13F portfolio, value $4,201,352.

    13F-HR 0002055670-26-000003 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,751 shares
    Change vs previous 13F +1,173 shares

    5.89% of the 13F portfolio, value $3,267,528.

    13F-HR 0002055670-26-000002 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,578 shares
    Change vs previous 13F -354 shares

    5.59% of the 13F portfolio, value $3,181,350.

    13F-HR 0002055670-26-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,932 shares
    Change vs previous 13F +376 shares

    5.64% of the 13F portfolio, value $3,195,822.

    13F-HR 0002055670-25-000006 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,556 shares
    Change vs previous 13F 0 shares

    5.02% of the 13F portfolio, value $2,423,559.

    13F-HR 0002055670-25-000004 filed by Bestgate Wealth Advisors, LLC
    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 12,556 shares
    Change vs previous 13F -822 shares

    5.02% of the 13F portfolio, value $2,423,559.

    13F-HR 0002055670-25-000003 filed by Bestgate Wealth Advisors, LLC
    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 13,378 shares
    Change vs previous 13F not available

    5.65% of the 13F portfolio, value $2,815,400.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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