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Birchcreek Wealth Management, LLC: QQQ position timeline

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

Birchcreek Wealth Management, LLC held 2,721 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,721 shares
    Change vs previous 13F -12 shares

    0.78% of the 13F portfolio, value $2,004,037.

    13F-HR 0001951757-26-001103 filed by Birchcreek 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 2,733 shares
    Change vs previous 13F -5 shares

    0.76% of the 13F portfolio, value $1,577,487.

    13F-HR 0001951757-26-000808 filed by Birchcreek 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 2,738 shares
    Change vs previous 13F -419 shares

    0.83% of the 13F portfolio, value $1,681,806.

    13F-HR 0001951757-26-000214 filed by Birchcreek 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 3,157 shares
    Change vs previous 13F +14 shares

    0.98% of the 13F portfolio, value $1,895,137.

    13F-HR 0001951757-25-001192 filed by Birchcreek 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 3,143 shares
    Change vs previous 13F +521 shares

    0.98% of the 13F portfolio, value $1,733,915.

    13F-HR 0001951757-25-001045 filed by Birchcreek 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 2,622 shares
    Change vs previous 13F -165 shares

    0.78% of the 13F portfolio, value $1,229,501.

    13F-HR 0001951757-25-000520 filed by Birchcreek Wealth Management, LLC
    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 2,787 shares
    Change vs previous 13F +47 shares

    0.89% of the 13F portfolio, value $1,424,790.

    13F-HR 0001951757-25-000175 filed by Birchcreek Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,740 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,337,097.

    13F-HR 0001951757-24-001182 filed by Birchcreek Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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