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Financial Life Planners: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Life Planners on QQQ, newest first. How the timeline and the estimate are built.

Financial Life Planners held 53,324 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,324 shares
    Change vs previous 13F +1,362 shares

    25.23% of the 13F portfolio, value $39,267,966.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 51,962 shares
    Change vs previous 13F -149 shares

    22.99% of the 13F portfolio, value $29,991,270.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 52,111 shares
    Change vs previous 13F +1,183 shares

    22.98% of the 13F portfolio, value $32,012,126.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 50,928 shares
    Change vs previous 13F +1,641 shares

    20.54% of the 13F portfolio, value $30,575,353.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 49,287 shares
    Change vs previous 13F +3,607 shares

    22.12% of the 13F portfolio, value $27,188,556.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 45,680 shares
    Change vs previous 13F -521 shares

    20.85% of the 13F portfolio, value $21,420,243.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 46,201 shares
    Change vs previous 13F not available

    19.8% of the 13F portfolio, value $23,626,131.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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