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Disclosery

Erickson Financial Group, LLC: QQQJ position timeline

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

Erickson Financial Group, LLC held 233,584 QQQJ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,584 shares
    Change vs previous 13F +22,783 shares

    5.69% of the 13F portfolio, value $10,614,057.

    13F-HR 0001951757-26-001068 filed by Erickson Financial Group, 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 210,801 shares
    Change vs previous 13F +1,920 shares

    4.78% of the 13F portfolio, value $7,633,104.

    13F-HR 0001951757-26-000542 filed by Erickson Financial Group, 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 208,881 shares
    Change vs previous 13F -3,480 shares

    4.73% of the 13F portfolio, value $7,697,265.

    13F-HR 0001951757-26-000237 filed by Erickson Financial Group, 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 212,361 shares
    Change vs previous 13F -1,943 shares

    4.77% of the 13F portfolio, value $7,600,400.

    13F-HR 0001951757-25-001223 filed by Erickson Financial Group, 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 214,304 shares
    Change vs previous 13F -25,693 shares

    4.63% of the 13F portfolio, value $6,853,442.

    13F-HR 0001951757-25-001069 filed by Erickson Financial Group, 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 239,997 shares
    Change vs previous 13F -4,370 shares

    5.2% of the 13F portfolio, value $6,962,313.

    13F-HR 0001951757-25-000366 filed by Erickson Financial Group, 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 244,367 shares
    Change vs previous 13F -809 shares

    5.37% of the 13F portfolio, value $7,546,053.

    13F-HR 0001951757-25-000155 filed by Erickson Financial Group, 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 245,176 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $7,445,995.

    13F-HR 0001951757-24-001191 filed by Erickson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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