Skip to content
Disclosery

Carroll Advisory Group, LLC: QQQ position timeline

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

Carroll Advisory Group, LLC held 4,697 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 4,697 shares
    Change vs previous 13F -92 shares

    1.14% of the 13F portfolio, value $3,458,596.

    13F-HR 0002108684-26-000004 filed by Carroll Advisory 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 4,789 shares
    Change vs previous 13F -320 shares

    1.07% of the 13F portfolio, value $2,763,899.

    13F-HR 0002108684-26-000002 filed by Carroll Advisory 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 5,109 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $3,138,263.

    13F-HR 0002108684-26-000001 filed by Carroll Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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