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Global Wealth Strategies & Associates: QQQ position timeline

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

Global Wealth Strategies & Associates held 29,616 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,616 shares
    Change vs previous 13F -55 shares

    4.02% of the 13F portfolio, value $21,908,972.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,671 shares
    Change vs previous 13F +24,652 shares

    4.14% of the 13F portfolio, value $21,849,997.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,019 shares
    Change vs previous 13F -108 shares

    0.71% of the 13F portfolio, value $2,896,889.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,127 shares
    Change vs previous 13F -372 shares

    0.79% of the 13F portfolio, value $3,149,344.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,499 shares
    Change vs previous 13F +749 shares

    0.85% of the 13F portfolio, value $3,301,326.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,750 shares
    Change vs previous 13F -150 shares

    0.75% of the 13F portfolio, value $2,620,408.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,900 shares
    Change vs previous 13F -57 shares

    0.7% of the 13F portfolio, value $2,297,760.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,957 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,534,223.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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