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Global Wealth Management, LLC: QQQ position timeline

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

Global Wealth Management, LLC held 7,873 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,873 shares
    Change vs previous 13F +110 shares

    2.95% of the 13F portfolio, value $5,797,383.

    13F-HR 0002039738-26-000003 filed by Global Wealth Management, 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 7,763 shares
    Change vs previous 13F -1,564 shares

    2.44% of the 13F portfolio, value $4,480,418.

    13F-HR 0002039738-26-000002 filed by Global Wealth Management, 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 9,327 shares
    Change vs previous 13F -2,173 shares

    3.08% of the 13F portfolio, value $5,729,595.

    13F-HR 0002039738-26-000001 filed by Global Wealth Management, 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 11,500 shares
    Change vs previous 13F -320 shares

    3.62% of the 13F portfolio, value $6,904,358.

    13F-HR 0002039738-25-000008 filed by Global Wealth Management, 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 11,820 shares
    Change vs previous 13F -451 shares

    3.61% of the 13F portfolio, value $6,574,279.

    13F-HR 0002039738-25-000003 filed by Global Wealth Management, 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 12,271 shares
    Change vs previous 13F +268 shares

    3.32% of the 13F portfolio, value $5,754,091.

    13F-HR 0002039738-25-000002 filed by Global Wealth Management, 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 12,003 shares
    Change vs previous 13F +1,455 shares

    3.92% of the 13F portfolio, value $6,136,265.

    13F-HR 0002039738-25-000001 filed by Global Wealth Management, 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 10,548 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $5,148,399.

    13F-HR 0002039738-24-000001 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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