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DEFINED WEALTH MANAGEMENT, LLC: QQQ position timeline

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

DEFINED WEALTH MANAGEMENT, LLC held 7,425 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,425 shares
    Change vs previous 13F -20 shares

    2.81% of the 13F portfolio, value $5,468,076.

    13F-HR 0001849518-26-000005 filed by DEFINED 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 7,445 shares
    Change vs previous 13F -122 shares

    2.52% of the 13F portfolio, value $4,297,345.

    13F-HR 0001849518-26-000004 filed by DEFINED 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 7,567 shares
    Change vs previous 13F -106 shares

    2.68% of the 13F portfolio, value $4,648,607.

    13F-HR 0001849518-26-000001 filed by DEFINED 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 7,673 shares
    Change vs previous 13F -73 shares

    2.67% of the 13F portfolio, value $4,606,518.

    13F-HR 0001849518-25-000007 filed by DEFINED 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 7,746 shares
    Change vs previous 13F -135 shares

    2.64% of the 13F portfolio, value $4,272,796.

    13F-HR 0001831193-25-000006 filed by DEFINED 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 7,881 shares
    Change vs previous 13F -31 shares

    2.48% of the 13F portfolio, value $3,695,732.

    13F-HR 0001849518-25-000003 filed by DEFINED 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 7,912 shares
    Change vs previous 13F -42 shares

    2.68% of the 13F portfolio, value $4,045,041.

    13F-HR 0001849518-25-000001 filed by DEFINED 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 7,954 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $3,882,045.

    13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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