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Palacios Wealth Management, LLC: QYLD position timeline

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

Palacios Wealth Management, LLC held 22,045 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,045 shares
    Change vs previous 13F -900 shares

    0.24% of the 13F portfolio, value $406,289.

    13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, 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 22,945 shares
    Change vs previous 13F +2,290 shares

    0.26% of the 13F portfolio, value $412,551.

    13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, 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 20,655 shares
    Change vs previous 13F -24,268 shares

    0.28% of the 13F portfolio, value $364,974.

    13F-HR 0001705819-26-000015 filed by Palacios Wealth Management, 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 44,923 shares
    Change vs previous 13F +6,586 shares

    0.5% of the 13F portfolio, value $764,140.

    13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, 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 38,337 shares
    Change vs previous 13F -3,686 shares

    0.53% of the 13F portfolio, value $640,995.

    13F-HR 0001705819-25-000044 filed by Palacios Wealth Management, 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 42,023 shares
    Change vs previous 13F -478 shares

    0.52% of the 13F portfolio, value $698,842.

    13F-HR 0001705819-25-000036 filed by Palacios Wealth Management, 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 42,501 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $784,845.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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