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CDM FINANCIAL COUNSELING SERVICES, INC.: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CDM FINANCIAL COUNSELING SERVICES, INC. on QQQ, newest first. How the timeline and the estimate are built.

CDM FINANCIAL COUNSELING SERVICES, INC. held 2,300 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,300 shares
    Change vs previous 13F -35 shares

    1.46% of the 13F portfolio, value $1,693,159.

    13F-HR 0002085853-26-000722 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    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 2,335 shares
    Change vs previous 13F -68 shares

    1.29% of the 13F portfolio, value $1,347,278.

    13F-HR 0002085853-26-000369 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    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 2,403 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,475,965.

    13F-HR 0002085853-26-000204 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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