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Ridgeline Wealth Planning, LLC: QQQ position timeline

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

Ridgeline Wealth Planning, LLC held 8,956 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,956 shares
    Change vs previous 13F -1,711 shares

    4.18% of the 13F portfolio, value $6,595,467.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 10,667 shares
    Change vs previous 13F +14 shares

    4.5% of the 13F portfolio, value $6,157,052.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 10,653 shares
    Change vs previous 13F -587 shares

    4.67% of the 13F portfolio, value $6,544,153.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, 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 11,240 shares
    Change vs previous 13F +242 shares

    5.07% of the 13F portfolio, value $6,748,050.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, 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 10,998 shares
    Change vs previous 13F +1,314 shares

    4.99% of the 13F portfolio, value $6,066,676.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, 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 9,684 shares
    Change vs previous 13F +157 shares

    4.46% of the 13F portfolio, value $4,541,103.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth Planning, 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 9,527 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $4,870,578.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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