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Focused Wealth Management, Inc: QQQ position timeline

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

Focused Wealth Management, Inc held 188,384 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,384 shares
    Change vs previous 13F +2,229 shares

    12.25% of the 13F portfolio, value $138,725,993.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 186,155 shares
    Change vs previous 13F +6,093 shares

    11.23% of the 13F portfolio, value $107,444,836.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 180,062 shares
    Change vs previous 13F +3,376 shares

    11.75% of the 13F portfolio, value $110,613,720.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 176,686 shares
    Change vs previous 13F +2,901 shares

    11.48% of the 13F portfolio, value $106,076,685.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 173,785 shares
    Change vs previous 13F +32,335 shares

    11.7% of the 13F portfolio, value $95,866,530.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 141,450 shares
    Change vs previous 13F +3,822 shares

    9.02% of the 13F portfolio, value $66,328,515.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 137,628 shares
    Change vs previous 13F +3,377 shares

    9.5% of the 13F portfolio, value $70,359,308.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 134,251 shares
    Change vs previous 13F not available

    8.82% of the 13F portfolio, value $65,523,972.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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