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Higgins & Schmidt Wealth Strategies LLC: QQQM position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 1,766 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,766 shares
    Change vs previous 13F +8 shares

    0.22% of the 13F portfolio, value $535,045.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 1,758 shares
    Change vs previous 13F -1,169 shares

    0.19% of the 13F portfolio, value $417,736.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 2,927 shares
    Change vs previous 13F -264 shares

    0.35% of the 13F portfolio, value $740,297.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 3,191 shares
    Change vs previous 13F -379 shares

    0.4% of the 13F portfolio, value $788,560.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 3,570 shares
    Change vs previous 13F -113 shares

    0.45% of the 13F portfolio, value $810,747.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 3,683 shares
    Change vs previous 13F -212 shares

    0.42% of the 13F portfolio, value $710,893.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 3,895 shares
    Change vs previous 13F -190 shares

    0.51% of the 13F portfolio, value $819,703.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies 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 4,085 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $820,472.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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