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Disclosery

Forge Financial Services LLC: QQQM position timeline

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

Forge Financial Services LLC held 66,774 QQQM 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 66,774 shares
    Change vs previous 13F -1,652 shares

    1.74% of the 13F portfolio, value $20,236,450.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services 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 68,426 shares
    Change vs previous 13F -72 shares

    1.65% of the 13F portfolio, value $16,264,441.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services 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 68,498 shares
    Change vs previous 13F +1,963 shares

    7.41% of the 13F portfolio, value $17,330,830.

    13F-HR 0002055357-26-000001 filed by Forge Financial Services 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 66,535 shares
    Change vs previous 13F +3,453 shares

    7.78% of the 13F portfolio, value $16,594,699.

    13F-HR 0002055357-25-000002 filed by Forge Financial Services 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 63,082 shares
    Change vs previous 13F +4,962 shares

    10.86% of the 13F portfolio, value $14,461,737.

    13F-HR 0001085146-25-004792 filed by Forge Financial Services 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 58,120 shares
    Change vs previous 13F +2,546 shares

    9.91% of the 13F portfolio, value $11,224,769.

    13F-HR 0001085146-25-002634 filed by Forge Financial Services 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 55,574 shares
    Change vs previous 13F not available

    10.19% of the 13F portfolio, value $12,123,653.

    13F-HR 0001085146-25-001088 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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