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Disclosery

NewEdge Wealth, LLC: QQQI position timeline

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

NewEdge Wealth, LLC held 12,587 QQQI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,587 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $714,835.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 12,623 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $627,253.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 12,573 shares
    Change vs previous 13F +398 shares

    0.01% of the 13F portfolio, value $677,182.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 12,175 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $671,330.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 12,175 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $645,519.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 12,175 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $577,460.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 12,175 shares
    Change vs previous 13F -1,096 shares

    0.01% of the 13F portfolio, value $637,605.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 13,271 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $681,200.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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