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Kovack Advisors, Inc.: QQQM position timeline

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

Kovack Advisors, Inc. held 43,409 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 43,409 shares
    Change vs previous 13F +5,325 shares

    0.62% of the 13F portfolio, value $12,970,606.

    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 38,084 shares
    Change vs previous 13F -856 shares

    0.49% of the 13F portfolio, value $9,157,345.

    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 38,940 shares
    Change vs previous 13F +36,463 shares

    0.47% of the 13F portfolio, value $9,848,725.

    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 2,477 shares
    Change vs previous 13F -113 shares

    0.06% of the 13F portfolio, value $612,144.

    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 2,590 shares
    Change vs previous 13F -241 shares

    0.06% of the 13F portfolio, value $588,228.

    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 2,831 shares
    Change vs previous 13F +413 shares

    0.06% of the 13F portfolio, value $546,458.

    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 2,418 shares
    Change vs previous 13F +535 shares

    0.05% of the 13F portfolio, value $508,874.

    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 1,883 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $378,204.

    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).