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Ruggaard & Associates LLC: QQQ position timeline

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

Ruggaard & Associates LLC held 654 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 654 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $481,606.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 654 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $377,476.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 654 shares
    Change vs previous 13F -1,500 shares

    0.16% of the 13F portfolio, value $401,759.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 2,154 shares
    Change vs previous 13F -3 shares

    0.48% of the 13F portfolio, value $1,293,197.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 2,157 shares
    Change vs previous 13F +4 shares

    0.48% of the 13F portfolio, value $1,189,887.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 2,153 shares
    Change vs previous 13F +8 shares

    0.44% of the 13F portfolio, value $1,009,585.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 2,145 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,096,588.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 2,145 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,046,910.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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