Jupiter Wealth Management LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jupiter Wealth Management LLC on QQQ, newest first. How the timeline and the estimate are built.
Jupiter Wealth Management LLC held 1,450 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,450 sharesChange vs previous 13F +200 shares
0.43% of the 13F portfolio, value $1,067,780.
13F-HR 0001774207-26-000003 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,250 sharesChange vs previous 13F +750 shares
0.35% of the 13F portfolio, value $893,388.
13F-HR 0001774207-26-000002 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 500 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $300,320.
13F-HR 0001774207-26-000001 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 500 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $300,185.
13F-HR 0001774207-25-000006 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 500 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $290,170.
13F-HR 0001774207-25-000004 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).