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Disclosery

Oakmont Advisory Group, LLC: QQQ position timeline

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

Oakmont Advisory Group, LLC held 5,730 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,730 shares
    Change vs previous 13F -469 shares

    3.54% of the 13F portfolio, value $4,219,233.

    13F-HR 0002115370-26-000008 filed by Oakmont Advisory 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 6,199 shares
    Change vs previous 13F +919 shares

    3.64% of the 13F portfolio, value $3,578,203.

    13F-HR 0002085853-26-000586 filed by Oakmont Advisory 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 5,280 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $3,243,517.

    13F-HR 0002085853-26-000579 filed by Oakmont Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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