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Fusion Family Wealth, LLC: QQQ position timeline

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

Fusion Family Wealth, LLC held 95,411 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 95,411 shares
    Change vs previous 13F -3,904 shares

    4.67% of the 13F portfolio, value $70,260,968.

    13F-HR 0001951757-26-001150 filed by Fusion Family Wealth, 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 99,315 shares
    Change vs previous 13F -264 shares

    4.28% of the 13F portfolio, value $57,322,873.

    13F-HR 0001951757-26-000773 filed by Fusion Family Wealth, 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 99,579 shares
    Change vs previous 13F -1,781 shares

    4.64% of the 13F portfolio, value $61,172,296.

    13F-HR 0001951757-26-000355 filed by Fusion Family Wealth, 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 101,360 shares
    Change vs previous 13F -2,515 shares

    4.56% of the 13F portfolio, value $60,853,744.

    13F-HR 0001951757-25-001286 filed by Fusion Family Wealth, 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 103,875 shares
    Change vs previous 13F -59 shares

    4.84% of the 13F portfolio, value $57,301,904.

    13F-HR 0001951757-25-001002 filed by Fusion Family Wealth, 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 103,934 shares
    Change vs previous 13F +5,593 shares

    4.48% of the 13F portfolio, value $48,736,870.

    13F-HR 0001951757-25-000468 filed by Fusion Family Wealth, 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 98,341 shares
    Change vs previous 13F -81 shares

    4.61% of the 13F portfolio, value $50,275,021.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 98,422 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $48,036,828.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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