Momentum Wealth Planning, LLC: QQQ position timeline

Momentum Wealth Planning, LLC held 32,308 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 32,308 shares

   Change vs previous 13F -64 shares

   17.81% of the 13F portfolio, value $23,817,894.

   13F-HR 0001765380-26-000284 filed by Momentum Wealth Planning, LLC
   Filed 2026-08-05 (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).

2. period ended2026-03-31

   13F 32,372 shares

   Change vs previous 13F +572 shares

   16.9% of the 13F portfolio, value $18,684,471.

   13F-HR 0001765380-26-000179 filed by Momentum Wealth Planning, LLC
   Filed 2026-05-07 (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).

3. period ended2025-12-31

   13F 31,800 shares

   Change vs previous 13F +1,403 shares

   15.78% of the 13F portfolio, value $20,223,874.

   13F-HR 0001765380-26-000044 filed by Momentum Wealth Planning, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 30,397 shares

   Change vs previous 13F +1,156 shares

   14.22% of the 13F portfolio, value $18,270,541.

   13F-HR 0001765380-25-000471 filed by Momentum Wealth Planning, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 29,241 shares

   Change vs previous 13F not available

   13.75% of the 13F portfolio, value $16,146,903.

   13F-HR 0001765380-25-000428 filed by Momentum Wealth Planning, LLC
   Filed 2025-09-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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