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Perissos Private Wealth Management, LLC: QYLD position timeline

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

Perissos Private Wealth Management, LLC held 113,214 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,214 shares
    Change vs previous 13F -1,384 shares

    1.41% of the 13F portfolio, value $2,086,539.

    13F-HR 0002023071-26-000003 filed by Perissos Private 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 114,598 shares
    Change vs previous 13F -9,773 shares

    1.71% of the 13F portfolio, value $1,965,353.

    13F-HR 0002023071-26-000002 filed by Perissos Private 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 124,371 shares
    Change vs previous 13F -1,930 shares

    1.9% of the 13F portfolio, value $2,197,627.

    13F-HR 0002023071-26-000001 filed by Perissos Private 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 126,301 shares
    Change vs previous 13F -5,149 shares

    1.56% of the 13F portfolio, value $2,148,386.

    13F-HR 0002023071-25-000006 filed by Perissos Private 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 131,450 shares
    Change vs previous 13F +6,766 shares

    1.74% of the 13F portfolio, value $2,197,836.

    13F-HR 0002023071-25-000004 filed by Perissos Private 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 124,684 shares
    Change vs previous 13F +3,326 shares

    1.89% of the 13F portfolio, value $2,073,495.

    13F-HR 0002023071-25-000002 filed by Perissos Private 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 121,358 shares
    Change vs previous 13F +8,050 shares

    1.65% of the 13F portfolio, value $2,211,135.

    13F-HR 0002023071-25-000001 filed by Perissos Private Wealth Management, LLC
    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 113,308 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,044,083.

    13F-HR 0002023071-24-000005 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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