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Collier Financial: QYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Collier Financial on QYLD, newest first. How the timeline and the estimate are built.

Collier Financial held 5,809 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,809 shares
    Change vs previous 13F -39,808 shares

    0.07% of the 13F portfolio, value $107,056.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 45,617 shares
    Change vs previous 13F +6,939 shares

    0.6% of the 13F portfolio, value $782,333.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 38,678 shares
    Change vs previous 13F +2,997 shares

    0.51% of the 13F portfolio, value $683,446.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 35,681 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $606,939.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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