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Erickson Financial Group, LLC: TQQQ position timeline

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

Erickson Financial Group, LLC held 12,636 TQQQ 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 12,636 shares
    Change vs previous 13F -2,432 shares

    0.55% of the 13F portfolio, value $1,023,516.

    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 15,068 shares
    Change vs previous 13F +228 shares

    0.39% of the 13F portfolio, value $628,034.

    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 14,840 shares
    Change vs previous 13F +5,963 shares

    0.48% of the 13F portfolio, value $782,365.

    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 8,877 shares
    Change vs previous 13F -1,406 shares

    0.58% of the 13F portfolio, value $917,882.

    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 10,283 shares
    Change vs previous 13F +1,812 shares

    0.58% of the 13F portfolio, value $853,489.

    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 8,471 shares
    Change vs previous 13F -8 shares

    0.36% of the 13F portfolio, value $485,388.

    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 8,479 shares
    Change vs previous 13F +250 shares

    0.48% of the 13F portfolio, value $670,943.

    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 8,229 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $596,520.

    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).