McAlister, Sweet & Associates, Inc.: QQQ position timeline

McAlister, Sweet & Associates, Inc. held 20,452 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 20,452 shares

   Change vs previous 13F +110 shares

   9.56% of the 13F portfolio, value $15,130,045.

   13F-HR 0001214659-26-012628 filed by McAlister, Sweet & Associates, Inc.
   Accepted 2026-10-07 15:54:15 UTC, ingested 2026-10-07 15:55:30 UTC

2. period ended2026-06-30

   13F 20,342 shares

   Change vs previous 13F +436 shares

   8.01% of the 13F portfolio, value $14,979,772.

   13F-HR 0001214659-26-008452 filed by McAlister, Sweet & Associates, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 19,906 shares

   Change vs previous 13F +19,906 shares

   7.16% of the 13F portfolio, value $11,489,285.

   13F-HR 0001214659-26-004209 filed by McAlister, Sweet & Associates, Inc.
   Filed 2026-04-02 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -909 shares

   13F-HR 0001214659-25-005687 filed by McAlister, Sweet & Associates, Inc.
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 909 shares

   Change vs previous 13F not available

   0.33% of the 13F portfolio, value $464,511.

   13F-HR 0001214659-25-000286 filed by McAlister, Sweet & Associates, Inc.
   Filed 2025-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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