Skip to content
Disclosery

Latko Wealth Management, Ltd.: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Latko Wealth Management, Ltd. on QQQ, newest first. How the timeline and the estimate are built.

Latko Wealth Management, Ltd. held 12,655 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,655 shares
    Change vs previous 13F -803 shares

    3.96% of the 13F portfolio, value $9,319,260.

    13F-HR 0001937769-26-000004 filed by Latko Wealth Management, Ltd.
    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 13,458 shares
    Change vs previous 13F -228 shares

    3.79% of the 13F portfolio, value $7,767,777.

    13F-HR 0001937769-26-000003 filed by Latko Wealth Management, Ltd.
    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 13,686 shares
    Change vs previous 13F -484 shares

    4.12% of the 13F portfolio, value $8,407,239.

    13F-HR 0001937769-26-000002 filed by Latko Wealth Management, Ltd.
    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 14,170 shares
    Change vs previous 13F -855 shares

    4.31% of the 13F portfolio, value $8,507,319.

    13F-HR 0001937769-25-000009 filed by Latko Wealth Management, Ltd.
    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 15,025 shares
    Change vs previous 13F -42 shares

    4.66% of the 13F portfolio, value $8,288,000.

    13F-HR 0001937769-25-000006 filed by Latko Wealth Management, Ltd.
    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 15,067 shares
    Change vs previous 13F -679 shares

    4.58% of the 13F portfolio, value $7,065,000.

    13F-HR 0001937769-25-000005 filed by Latko Wealth Management, Ltd.
    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 15,746 shares
    Change vs previous 13F -474 shares

    4.77% of the 13F portfolio, value $8,050,000.

    13F-HR 0001937769-25-000001 filed by Latko Wealth Management, Ltd.
    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 16,220 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $7,916,000.

    13F-HR 0001937769-24-000001 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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