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Legend Financial Advisors, Inc.: QQQ position timeline

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

Legend Financial Advisors, Inc. held 24,334 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,334 shares
    Change vs previous 13F -727 shares

    10.18% of the 13F portfolio, value $17,919,554.

    13F-HR 0001781948-26-000003 filed by Legend Financial 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 25,061 shares
    Change vs previous 13F +323 shares

    9.32% of the 13F portfolio, value $14,464,705.

    13F-HR 0001781948-26-000002 filed by Legend Financial 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 24,738 shares
    Change vs previous 13F +103 shares

    9.2% of the 13F portfolio, value $15,196,697.

    13F-HR 0001781948-26-000001 filed by Legend Financial 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 24,635 shares
    Change vs previous 13F -845 shares

    9.07% of the 13F portfolio, value $14,790,399.

    13F-HR 0001781948-25-000006 filed by Legend Financial 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 25,480 shares
    Change vs previous 13F -553 shares

    9.34% of the 13F portfolio, value $14,055,535.

    13F-HR 0001781948-25-000004 filed by Legend Financial 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 26,033 shares
    Change vs previous 13F +69 shares

    8.97% of the 13F portfolio, value $12,207,220.

    13F-HR 0001781948-25-000003 filed by Legend Financial 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 25,964 shares
    Change vs previous 13F +68 shares

    9.37% of the 13F portfolio, value $13,273,386.

    13F-HR 0001781948-25-000001 filed by Legend Financial 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 25,896 shares
    Change vs previous 13F not available

    8.73% of the 13F portfolio, value $12,638,898.

    13F-HR 0001781948-24-000005 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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