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Disclosery

HB Wealth Management, LLC: QQQ position timeline

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

HB Wealth Management, LLC held 97,393 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,393 shares
    Change vs previous 13F +183 shares

    0.4% of the 13F portfolio, value $71,720,470.

    13F-HR 0001172661-26-002920 filed by HB 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 97,210 shares
    Change vs previous 13F +342 shares

    0.36% of the 13F portfolio, value $56,107,930.

    13F-HR 0001172661-26-001543 filed by HB 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 96,868 shares
    Change vs previous 13F +2,189 shares

    0.39% of the 13F portfolio, value $59,507,539.

    13F-HR 0001172661-26-000353 filed by HB 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 94,679 shares
    Change vs previous 13F +15,622 shares

    0.39% of the 13F portfolio, value $56,843,025.

    13F-HR 0001172661-25-004398 filed by HB 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 79,057 shares
    Change vs previous 13F -7,948 shares

    0.35% of the 13F portfolio, value $43,611,156.

    13F-HR 0001172661-25-002644 filed by HB 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 87,005 shares
    Change vs previous 13F +3,900 shares

    0.34% of the 13F portfolio, value $40,798,511.

    13F-HR 0001172661-25-001594 filed by HB 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 83,105 shares
    Change vs previous 13F -720 shares

    0.43% of the 13F portfolio, value $42,489,293.

    13F-HR 0001172661-25-000193 filed by HB 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 83,825 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $40,912,469.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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