Skip to content

NEW WAVE WEALTH ADVISORS LLC: QQQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEW WAVE WEALTH ADVISORS LLC on QQQM, newest first. How the timeline and the estimate are built.

NEW WAVE WEALTH ADVISORS LLC held 21,040 QQQM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 21,040 shares
    Change vs previous 13F +4,190 shares

    1.74% of the 13F portfolio, value $6,374,494.

    13F-HR/A 0002035324-26-000004 filed by NEW WAVE WEALTH ADVISORS 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 16,850 shares
    Change vs previous 13F -12,347 shares

    1.4% of the 13F portfolio, value $4,003,901.

    13F-HR 0002035324-26-000002 filed by NEW WAVE WEALTH ADVISORS 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 29,197 shares
    Change vs previous 13F -4,938 shares

    2.7% of the 13F portfolio, value $7,384,509.

    13F-HR 0002035324-26-000001 filed by NEW WAVE WEALTH ADVISORS 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/A 34,135 shares
    Change vs previous 13F +436 shares

    3.29% of the 13F portfolio, value $8,435,444.

    13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS 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 33,699 shares
    Change vs previous 13F +11,220 shares

    3.25% of the 13F portfolio, value $7,653,046.

    13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH ADVISORS 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 22,479 shares
    Change vs previous 13F -203 shares

    1.94% of the 13F portfolio, value $4,338,899.

    13F-HR 0002035324-25-000004 filed by NEW WAVE WEALTH ADVISORS 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 22,682 shares
    Change vs previous 13F +14,557 shares

    1.96% of the 13F portfolio, value $4,773,429.

    13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH ADVISORS 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 8,125 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,631,908.

    13F-HR 0002035324-24-000004 filed by NEW WAVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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