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New Perspectives, Inc: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Perspectives, Inc on QQQ, newest first. How the timeline and the estimate are built.

New Perspectives, Inc held 43,452 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,452 shares
    Change vs previous 13F -1,046 shares

    9.82% of the 13F portfolio, value $31,997,751.

    13F-HR 0001909565-26-000005 filed by New Perspectives, Inc
    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 44,498 shares
    Change vs previous 13F -608 shares

    8.89% of the 13F portfolio, value $25,683,119.

    13F-HR 0001909565-26-000004 filed by New Perspectives, Inc
    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 45,106 shares
    Change vs previous 13F -1,046 shares

    9.61% of the 13F portfolio, value $27,709,235.

    13F-HR 0001909565-26-000001 filed by New Perspectives, Inc
    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 46,152 shares
    Change vs previous 13F -2,032 shares

    12.4% of the 13F portfolio, value $27,708,091.

    13F-HR 0001909565-25-000006 filed by New Perspectives, Inc
    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 48,184 shares
    Change vs previous 13F -7,646 shares

    13.15% of the 13F portfolio, value $26,580,234.

    13F-HR 0001909565-25-000005 filed by New Perspectives, Inc
    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 55,830 shares
    Change vs previous 13F -3,744 shares

    13.97% of the 13F portfolio, value $26,179,688.

    13F-HR 0001909565-25-000004 filed by New Perspectives, Inc
    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 59,574 shares
    Change vs previous 13F -1,736 shares

    16.32% of the 13F portfolio, value $30,455,890.

    13F-HR 0001909565-25-000001 filed by New Perspectives, Inc
    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 61,310 shares
    Change vs previous 13F not available

    15.94% of the 13F portfolio, value $29,923,550.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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