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Fiduciary Wealth Partners, LLC: QQQ position timeline

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

Fiduciary Wealth Partners, LLC held 6,277 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,277 shares
    Change vs previous 13F -705 shares

    2.54% of the 13F portfolio, value $4,622,383.

    13F-HR 0001376474-26-000529 filed by Fiduciary Wealth Partners, 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 6,982 shares
    Change vs previous 13F +536 shares

    2.64% of the 13F portfolio, value $4,029,871.

    13F-HR 0001376474-26-000350 filed by Fiduciary Wealth Partners, 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 6,446 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $3,959,842.

    13F-HR 0001376474-26-000077 filed by Fiduciary Wealth Partners, 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 6,446 shares
    Change vs previous 13F +6,246 shares

    1.62% of the 13F portfolio, value $3,869,985.

    13F-HR 0001376474-25-000877 filed by Fiduciary Wealth Partners, 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 200 shares
    Change vs previous 13F -9,120 shares

    0.1% of the 13F portfolio, value $110,328.

    13F-HR 0001376474-25-000691 filed by Fiduciary Wealth Partners, 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 9,320 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $4,370,334.

    13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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