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CHERRYDALE WEALTH MANAGEMENT, LLC: QQQ position timeline

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

CHERRYDALE WEALTH MANAGEMENT, LLC held 23,656 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,656 shares
    Change vs previous 13F +814 shares

    4.56% of the 13F portfolio, value $17,420,136.

    13F-HR 0001907327-26-000005 filed by CHERRYDALE 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 22,842 shares
    Change vs previous 13F +6,326 shares

    4.07% of the 13F portfolio, value $13,183,770.

    13F-HR 0001907327-26-000002 filed by CHERRYDALE 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 16,516 shares
    Change vs previous 13F +2,580 shares

    3.08% of the 13F portfolio, value $10,145,736.

    13F-HR 0001907327-26-000001 filed by CHERRYDALE 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 13,936 shares
    Change vs previous 13F +1,080 shares

    2.63% of the 13F portfolio, value $8,366,613.

    13F-HR 0001907327-25-000006 filed by CHERRYDALE 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 12,856 shares
    Change vs previous 13F -1,185 shares

    2.47% of the 13F portfolio, value $7,091,619.

    13F-HR 0001907327-25-000005 filed by CHERRYDALE 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 14,041 shares
    Change vs previous 13F +1,532 shares

    2.6% of the 13F portfolio, value $6,584,023.

    13F-HR 0001907327-25-000004 filed by CHERRYDALE 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 12,509 shares
    Change vs previous 13F +6,585 shares

    2.47% of the 13F portfolio, value $6,395,199.

    13F-HR 0001907327-25-000001 filed by CHERRYDALE 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 5,924 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,891,103.

    13F-HR 0001907327-24-000004 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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