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Highland Financial Advisors, LLC: QQQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Highland Financial Advisors, LLC on QQQM, newest first. How the timeline and the estimate are built.

Highland Financial Advisors, LLC held 149,327 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,327 shares
    Change vs previous 13F -8,536 shares

    9.95% of the 13F portfolio, value $45,241,607.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 157,863 shares
    Change vs previous 13F +11,148 shares

    9.91% of the 13F portfolio, value $37,511,315.

    13F-HR 0002063364-26-000113 filed by Highland Financial Advisors, 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 146,715 shares
    Change vs previous 13F +2,262 shares

    10.29% of the 13F portfolio, value $37,107,149.

    13F-HR 0002063364-26-000024 filed by Highland Financial Advisors, 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 144,453 shares
    Change vs previous 13F +5,728 shares

    10.24% of the 13F portfolio, value $35,697,310.

    13F-HR 0002063364-25-000254 filed by Highland Financial Advisors, 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 138,725 shares
    Change vs previous 13F +6,141 shares

    10.11% of the 13F portfolio, value $31,504,459.

    13F-HR 0002063364-25-000133 filed by Highland Financial Advisors, 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 132,584 shares
    Change vs previous 13F +5,905 shares

    9.15% of the 13F portfolio, value $25,591,395.

    13F-HR 0002063364-25-000011 filed by Highland Financial Advisors, 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 126,679 shares
    Change vs previous 13F -357 shares

    9.24% of the 13F portfolio, value $26,660,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, 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 127,036 shares
    Change vs previous 13F not available

    9.07% of the 13F portfolio, value $25,515,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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