Morling Financial Advisors, LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morling Financial Advisors, LLC on QQQ, newest first. How the timeline and the estimate are built.
Morling Financial Advisors, LLC held 376 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 376 sharesChange vs previous 13F +16 shares
0.08% of the 13F portfolio, value $276,959.
13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 360 sharesChange vs previous 13F -6 shares
0.06% of the 13F portfolio, value $207,842.
13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 366 sharesChange vs previous 13F +366 shares
0.07% of the 13F portfolio, value $224,817.
13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -395 shares
13F-HR 0001398344-25-020301 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 395 sharesChange vs previous 13F -38 shares
0.07% of the 13F portfolio, value $218,155.
13F-HR 0001398344-25-014968 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 433 sharesChange vs previous 13F -621 shares
0.07% of the 13F portfolio, value $203,027.
13F-HR 0001398344-25-008787 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,054 sharesChange vs previous 13F +621 shares
0.19% of the 13F portfolio, value $538,820.
13F-HR 0001398344-25-002229 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 433 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $211,318.
13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).