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Ipsen Advisor Group LLC: QQQM position timeline

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

Ipsen Advisor Group LLC held 5,670 QQQM 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 5,670 shares
    Change vs previous 13F -230 shares

    1.1% of the 13F portfolio, value $1,717,903.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group 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 5,900 shares
    Change vs previous 13F -439 shares

    0.98% of the 13F portfolio, value $1,401,857.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group 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 6,339 shares
    Change vs previous 13F -1,626 shares

    1.14% of the 13F portfolio, value $1,603,236.

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group 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 7,965 shares
    Change vs previous 13F +164 shares

    1.42% of the 13F portfolio, value $1,968,247.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group 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 7,801 shares
    Change vs previous 13F +2,883 shares

    1.35% of the 13F portfolio, value $1,771,666.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor Group 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 4,918 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $949,234.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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