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Kovack Advisors, Inc.: QQQ position timeline

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

Kovack Advisors, Inc. held 58,427 QQQ 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 58,427 shares
    Change vs previous 13F +8,567 shares

    2.05% of the 13F portfolio, value $42,628,402.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 49,860 shares
    Change vs previous 13F -5,137 shares

    1.55% of the 13F portfolio, value $28,974,382.

    13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
    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/A 54,997 shares
    Change vs previous 13F +13,297 shares

    1.6% of the 13F portfolio, value $33,784,951.

    13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
    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 41,700 shares
    Change vs previous 13F +8,604 shares

    2.36% of the 13F portfolio, value $25,035,149.

    13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
    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 33,096 shares
    Change vs previous 13F -7,084 shares

    1.79% of the 13F portfolio, value $18,257,051.

    13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
    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 40,180 shares
    Change vs previous 13F -1,336 shares

    1.99% of the 13F portfolio, value $18,841,087.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 41,516 shares
    Change vs previous 13F +1,759 shares

    2.08% of the 13F portfolio, value $21,224,424.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 39,757 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $19,404,117.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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