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Disclosery

Cook Wealth, LLC: QYLD position timeline

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

Cook Wealth, LLC held 0 QYLD shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -276,719 shares

    13F-HR 0001910185-25-000004 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 276,719 shares
    Change vs previous 13F -143,958 shares

    2.19% of the 13F portfolio, value $4,518,822.

    13F-HR 0001910185-25-000003 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 420,677 shares
    Change vs previous 13F -39,688 shares

    3.66% of the 13F portfolio, value $7,811,963.

    13F-HR 0001951757-25-000123 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 460,365 shares
    Change vs previous 13F -20,370 shares

    4.21% of the 13F portfolio, value $8,383,248.

    13F-HR 0001951757-24-001170 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 480,735 shares
    Change vs previous 13F -30,549 shares

    4.47% of the 13F portfolio, value $8,263,832.

    13F-HR 0001951757-24-000587 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 511,284 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $8,932,130.

    13F-HR 0001951757-24-000444 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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