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Disclosery

Kirkwood Financial Services: QQQ position timeline

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

Kirkwood Financial Services held 5,030 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,030 shares
    Change vs previous 13F -72,282 shares

    1.05% of the 13F portfolio, value $3,671,250.

    13F-HR 0001214659-26-010835 filed by Kirkwood Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 77,312 shares
    Change vs previous 13F +3,102 shares

    15.29% of the 13F portfolio, value $44,607,142.

    13F-HR 0001214659-26-011749 filed by Kirkwood Financial Services
    Accepted , ingested

  3. period ended2025-12-31
    13F 74,210 shares
    Change vs previous 13F +2,942 shares

    15.93% of the 13F portfolio, value $45,496,113.

    13F-HR 0001214659-26-011747 filed by Kirkwood Financial Services
    Accepted , ingested

  4. period ended2025-09-30
    13F 71,268 shares
    Change vs previous 13F not available

    15.85% of the 13F portfolio, value $42,801,757.

    13F-HR 0001214659-26-011794 filed by Kirkwood Financial Services
    Accepted , ingested