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LOWERY THOMAS, LLC: QLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOWERY THOMAS, LLC on QLD, newest first. How the timeline and the estimate are built.

LOWERY THOMAS, LLC held 7,842 QLD 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 7,842 shares
    Change vs previous 13F -195 shares

    0.37% of the 13F portfolio, value $758,822.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, LLC
    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 8,037 shares
    Change vs previous 13F +162 shares

    0.28% of the 13F portfolio, value $489,517.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, LLC
    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 7,875 shares
    Change vs previous 13F +4,036 shares

    0.31% of the 13F portfolio, value $554,459.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, LLC
    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 3,839 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $526,742.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, LLC
    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 3,834 shares
    Change vs previous 13F +131 shares

    0.29% of the 13F portfolio, value $451,301.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, LLC
    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 3,703 shares
    Change vs previous 13F +150 shares

    0.23% of the 13F portfolio, value $329,117.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, LLC
    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 3,553 shares
    Change vs previous 13F +4 shares

    0.25% of the 13F portfolio, value $384,569.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
    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 3,549 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $357,392.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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