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National Wealth Management Group, LLC: QQQM position timeline

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

National Wealth Management Group, LLC held 15,810 QQQM 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 15,810 shares
    Change vs previous 13F +1,401 shares

    1.48% of the 13F portfolio, value $4,789,895.

    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 14,409 shares
    Change vs previous 13F -10,478 shares

    1.28% of the 13F portfolio, value $3,423,768.

    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 24,887 shares
    Change vs previous 13F -1,469 shares

    2.18% of the 13F portfolio, value $6,294,434.

    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 26,356 shares
    Change vs previous 13F +1,081 shares

    2.45% of the 13F portfolio, value $6,513,216.

    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 25,275 shares
    Change vs previous 13F +1,535 shares

    3.22% of the 13F portfolio, value $5,739,980.

    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 23,740 shares
    Change vs previous 13F +11,539 shares

    3.01% of the 13F portfolio, value $4,582,277.

    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 12,201 shares
    Change vs previous 13F +599 shares

    1.71% of the 13F portfolio, value $2,567,605.

    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 11,602 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,330,269.

    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).