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Modern Wealth Management, LLC: QQQ position timeline

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

Modern Wealth Management, LLC held 124,311 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,311 shares
    Change vs previous 13F -2,291 shares

    1.09% of the 13F portfolio, value $91,543,212.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 126,602 shares
    Change vs previous 13F -62,738 shares

    1.27% of the 13F portfolio, value $73,975,225.

    13F-HR 0002001900-26-000006 filed by Modern Wealth 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 ended2025-12-31
    13F 189,340 shares
    Change vs previous 13F -23,458 shares

    2.12% of the 13F portfolio, value $116,313,689.

    13F-HR 0002001900-26-000001 filed by Modern Wealth 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 ended2025-09-30
    13F 212,798 shares
    Change vs previous 13F -16,846 shares

    2.53% of the 13F portfolio, value $127,757,771.

    13F-HR 0002001900-25-000023 filed by Modern Wealth 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 ended2025-06-30
    13F/A 229,644 shares
    Change vs previous 13F +142,777 shares

    3.15% of the 13F portfolio, value $126,681,177.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 86,867 shares
    Change vs previous 13F +5,853 shares

    1.3% of the 13F portfolio, value $40,734,039.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth 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 ended2024-12-31
    13F/A 81,014 shares
    Change vs previous 13F -133,987 shares

    1.54% of the 13F portfolio, value $41,352,183.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, 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/A 215,001 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $104,935,703.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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