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MCDONALD PARTNERS LLC: QQQ position timeline

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

MCDONALD PARTNERS LLC held 3,991 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,991 shares
    Change vs previous 13F -60 shares

    0.71% of the 13F portfolio, value $2,938,972.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 4,051 shares
    Change vs previous 13F -3 shares

    0.55% of the 13F portfolio, value $2,338,156.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 4,054 shares
    Change vs previous 13F -312 shares

    0.78% of the 13F portfolio, value $2,490,415.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 4,366 shares
    Change vs previous 13F -121 shares

    0.78% of the 13F portfolio, value $2,622,274.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 4,487 shares
    Change vs previous 13F +81 shares

    0.6% of the 13F portfolio, value $2,477,306.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 4,406 shares
    Change vs previous 13F +212 shares

    0.54% of the 13F portfolio, value $2,067,740.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 4,194 shares
    Change vs previous 13F +219 shares

    0.55% of the 13F portfolio, value $2,144,253.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 3,975 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,940,097.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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