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Carbahal Olsen Financial Services Group, LLC: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carbahal Olsen Financial Services Group, LLC on QQQ, newest first. How the timeline and the estimate are built.

Carbahal Olsen Financial Services Group, LLC held 27,747 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,747 shares
    Change vs previous 13F -144 shares

    14.19% of the 13F portfolio, value $20,433,270.

    13F-HR 0002052538-26-000008 filed by Carbahal Olsen Financial Services Group, 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 27,891 shares
    Change vs previous 13F -202 shares

    12.87% of the 13F portfolio, value $16,097,847.

    13F-HR 0002052538-26-000004 filed by Carbahal Olsen Financial Services Group, 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 28,093 shares
    Change vs previous 13F -724 shares

    13.25% of the 13F portfolio, value $17,257,655.

    13F-HR 0002052538-26-000002 filed by Carbahal Olsen Financial Services Group, 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 28,817 shares
    Change vs previous 13F -1,034 shares

    13.88% of the 13F portfolio, value $17,300,776.

    13F-HR 0002052538-25-000011 filed by Carbahal Olsen Financial Services Group, 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 29,851 shares
    Change vs previous 13F -194 shares

    14.04% of the 13F portfolio, value $16,466,753.

    13F-HR 0002052538-25-000007 filed by Carbahal Olsen Financial Services Group, 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 30,045 shares
    Change vs previous 13F -322 shares

    13.37% of the 13F portfolio, value $14,088,741.

    13F-HR 0002052538-25-000004 filed by Carbahal Olsen Financial Services Group, 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 30,367 shares
    Change vs previous 13F not available

    14.32% of the 13F portfolio, value $15,524,564.

    13F-HR 0002052538-25-000002 filed by Carbahal Olsen Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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