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McElhenny Sheffield Capital Management, LLC: TQQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McElhenny Sheffield Capital Management, LLC on TQQQ, newest first. How the timeline and the estimate are built.

McElhenny Sheffield Capital Management, LLC held 0 TQQQ shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,213,489 shares

    13F-HR 0001754960-26-000308 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 1,213,489 shares
    Change vs previous 13F +530,708 shares

    15.57% of the 13F portfolio, value $63,975,155.

    13F-HR 0001754960-26-000105 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 682,781 shares
    Change vs previous 13F +31,361 shares

    16.73% of the 13F portfolio, value $70,599,574.

    13F-HR 0001754960-25-000701 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 651,420 shares
    Change vs previous 13F +651,420 shares

    14.42% of the 13F portfolio, value $54,067,873.

    13F-HR/A 0001754960-25-000475 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,238 shares

    13F-HR 0001754960-25-000202 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  6. period ended2024-12-31
    13F 5,238 shares
    Change vs previous 13F -445,216 shares

    0.14% of the 13F portfolio, value $414,494.

    13F-HR 0001754960-25-000035 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 450,454 shares
    Change vs previous 13F not available

    10.71% of the 13F portfolio, value $32,653,417.

    13F-HR 0001754960-24-000516 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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