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ORBA Wealth Advisors, L.L.C.: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORBA Wealth Advisors, L.L.C. on QQQ, newest first. How the timeline and the estimate are built.

ORBA Wealth Advisors, L.L.C. held 4,983 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,983 shares
    Change vs previous 13F -755 shares

    3.14% of the 13F portfolio, value $3,669,316.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 5,738 shares
    Change vs previous 13F -686 shares

    3.95% of the 13F portfolio, value $3,312,093.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 6,424 shares
    Change vs previous 13F -1,501 shares

    3.43% of the 13F portfolio, value $3,946,428.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 7,925 shares
    Change vs previous 13F +163 shares

    3.92% of the 13F portfolio, value $4,757,766.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 7,762 shares
    Change vs previous 13F -7,007 shares

    3.9% of the 13F portfolio, value $4,281,557.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 14,769 shares
    Change vs previous 13F +3,034 shares

    3.49% of the 13F portfolio, value $6,925,426.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 11,735 shares
    Change vs previous 13F -185 shares

    3.14% of the 13F portfolio, value $5,999,201.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 11,920 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $5,817,699.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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