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Refined Wealth Management: QQQ position timeline

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

Refined Wealth Management held 23,018 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,018 shares
    Change vs previous 13F -185 shares

    10.23% of the 13F portfolio, value $16,950,455.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 23,203 shares
    Change vs previous 13F -2,423 shares

    8.45% of the 13F portfolio, value $13,392,308.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 25,626 shares
    Change vs previous 13F +1,153 shares

    10.6% of the 13F portfolio, value $15,742,308.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 24,473 shares
    Change vs previous 13F -514 shares

    9.44% of the 13F portfolio, value $14,692,855.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 24,987 shares
    Change vs previous 13F +405 shares

    9.47% of the 13F portfolio, value $13,783,829.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 24,582 shares
    Change vs previous 13F not available

    9.43% of the 13F portfolio, value $11,526,991.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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