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Prism Advisors, Inc.: QQQE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prism Advisors, Inc. on QQQE, newest first. How the timeline and the estimate are built.

Prism Advisors, Inc. held 5,675 QQQE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,675 shares
    Change vs previous 13F -2,428 shares

    0.17% of the 13F portfolio, value $686,845.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,103 shares
    Change vs previous 13F -573 shares

    0.24% of the 13F portfolio, value $988,647.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,676 shares
    Change vs previous 13F +430 shares

    0.23% of the 13F portfolio, value $854,846.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,246 shares
    Change vs previous 13F -2,551 shares

    0.22% of the 13F portfolio, value $843,648.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,797 shares
    Change vs previous 13F -2,002 shares

    0.3% of the 13F portfolio, value $1,097,083.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,799 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,258,270.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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