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Horizons Wealth Management: QQQ position timeline

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

Horizons Wealth Management held 765 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 765 shares
    Change vs previous 13F -5 shares

    0.36% of the 13F portfolio, value $565,924.

    13F-HR 0001943228-26-000003 filed by Horizons Wealth Management
    Accepted , ingested

  2. period ended2026-03-31
    13F 770 shares
    Change vs previous 13F -2 shares

    0.3% of the 13F portfolio, value $444,429.

    13F-HR 0001943228-26-000002 filed by Horizons Wealth Management
    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 772 shares
    Change vs previous 13F -2 shares

    0.32% of the 13F portfolio, value $474,247.

    13F-HR 0001943228-26-000001 filed by Horizons Wealth Management
    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 774 shares
    Change vs previous 13F -13 shares

    0.32% of the 13F portfolio, value $464,686.

    13F-HR 0001943228-25-000005 filed by Horizons Wealth Management
    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 787 shares
    Change vs previous 13F -43 shares

    0.31% of the 13F portfolio, value $434,141.

    13F-HR 0001943228-25-000003 filed by Horizons Wealth Management
    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 830 shares
    Change vs previous 13F -104 shares

    0.29% of the 13F portfolio, value $389,204.

    13F-HR 0001943228-25-000002 filed by Horizons Wealth Management
    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 934 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $477,489.

    13F-HR 0001943228-25-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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