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O'Neil Global Advisors, Inc.: QQQ position timeline

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

O'Neil Global Advisors, Inc. held 11,803 QQQ 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 11,803 shares
    Change vs previous 13F +9,972 shares

    1.94% of the 13F portfolio, value $8,691,729.

    13F-HR 0001861159-26-000005 filed by O'Neil Global Advisors, 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 1,831 shares
    Change vs previous 13F +1,831 shares

    7.32% of the 13F portfolio, value $1,056,817.

    13F-HR 0001861159-26-000002 filed by O'Neil Global Advisors, 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 0 shares
    Change vs previous 13F -1,586 shares

    13F-HR 0001861159-26-000001 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 1,586 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $952,000.

    13F-HR 0001861159-25-000008 filed by O'Neil Global Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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