Pearl Planning LLC: QQQ position timeline

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

Pearl Planning LLC held 4,898 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 4,898 shares
Change vs previous 13F -92 shares
1.66% of the 13F portfolio, value $3,607,137.
13F-HR 0002100519-26-000004 filed by Pearl Planning LLC
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,990 shares
Change vs previous 13F -14 shares
1.54% of the 13F portfolio, value $2,880,324.
13F-HR 0002100519-26-000003 filed by Pearl Planning LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,004 shares
Change vs previous 13F not available
1.88% of the 13F portfolio, value $3,073,892.
13F-HR 0002100519-26-000001 filed by Pearl Planning LLC
Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).