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Richmond Brothers, Inc.: TQQQ position timeline

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

Richmond Brothers, Inc. held 21,649 TQQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,649 shares
    Change vs previous 13F -526 shares

    0.91% of the 13F portfolio, value $1,753,538.

    13F-HR 0001540462-26-000003 filed by Richmond Brothers, Inc.
    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 22,175 shares
    Change vs previous 13F +1,223 shares

    0.62% of the 13F portfolio, value $924,300.

    13F-HR 0001540462-26-000002 filed by Richmond Brothers, Inc.
    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 20,952 shares
    Change vs previous 13F +10,364 shares

    0.7% of the 13F portfolio, value $1,104,596.

    13F-HR 0001540462-26-000001 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,588 shares
    Change vs previous 13F +253 shares

    0.69% of the 13F portfolio, value $1,094,802.

    13F-HR 0001540462-25-000004 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,335 shares
    Change vs previous 13F +973 shares

    0.56% of the 13F portfolio, value $857,765.

    13F-HR 0001085146-25-004717 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,362 shares
    Change vs previous 13F +545 shares

    0.34% of the 13F portfolio, value $536,418.

    13F-HR 0001085146-25-002571 filed by Richmond Brothers, Inc.
    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 8,817 shares
    Change vs previous 13F +163 shares

    0.45% of the 13F portfolio, value $697,649.

    13F-HR 0001085146-25-000954 filed by Richmond Brothers, Inc.
    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 8,654 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $627,319.

    13F-HR 0001085146-24-005489 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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