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Carlton Hofferkamp & Jenks Wealth Management, LLC: QQQ position timeline

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

Carlton Hofferkamp & Jenks Wealth Management, LLC held 9,664 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,664 shares
    Change vs previous 13F +9 shares

    2.2% of the 13F portfolio, value $6,816,465.

    13F-HR 0001510870-26-000003 filed by Carlton Hofferkamp & Jenks 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 9,655 shares
    Change vs previous 13F -74 shares

    2.14% of the 13F portfolio, value $6,413,120.

    13F-HR 0001510870-26-000002 filed by Carlton Hofferkamp & Jenks 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 9,729 shares
    Change vs previous 13F +113 shares

    2% of the 13F portfolio, value $5,976,831.

    13F-HR 0001510870-26-000001 filed by Carlton Hofferkamp & Jenks 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 9,616 shares
    Change vs previous 13F +234 shares

    2.03% of the 13F portfolio, value $6,039,601.

    13F-HR 0001510870-25-000005 filed by Carlton Hofferkamp & Jenks 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 9,382 shares
    Change vs previous 13F +210 shares

    1.93% of the 13F portfolio, value $5,329,354.

    13F-HR 0001510870-25-000003 filed by Carlton Hofferkamp & Jenks 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 9,172 shares
    Change vs previous 13F +605 shares

    1.68% of the 13F portfolio, value $4,073,997.

    13F-HR 0001510870-25-000002 filed by Carlton Hofferkamp & Jenks 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 8,567 shares
    Change vs previous 13F +54 shares

    1.67% of the 13F portfolio, value $4,513,498.

    13F-HR 0001510870-25-000001 filed by Carlton Hofferkamp & Jenks 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 8,513 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,137,422.

    13F-HR 0001510870-24-000004 filed by Carlton Hofferkamp & Jenks Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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