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National Wealth Management Group, LLC: QQQ position timeline

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

National Wealth Management Group, LLC held 11,443 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,443 shares
    Change vs previous 13F -131 shares

    2.61% of the 13F portfolio, value $8,426,560.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 11,574 shares
    Change vs previous 13F -167 shares

    2.49% of the 13F portfolio, value $6,680,162.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 11,741 shares
    Change vs previous 13F -600 shares

    2.5% of the 13F portfolio, value $7,212,855.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 12,341 shares
    Change vs previous 13F +603 shares

    2.79% of the 13F portfolio, value $7,409,221.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 11,738 shares
    Change vs previous 13F -154 shares

    3.63% of the 13F portfolio, value $6,475,406.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 11,892 shares
    Change vs previous 13F +1,154 shares

    3.67% of the 13F portfolio, value $5,576,511.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 10,738 shares
    Change vs previous 13F +192 shares

    3.65% of the 13F portfolio, value $5,489,629.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 10,546 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $5,147,232.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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