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Safe Harbor Fiduciary, LLC: QQQ position timeline

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

Safe Harbor Fiduciary, LLC held 13,546 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,546 shares
    Change vs previous 13F +102 shares

    7.77% of the 13F portfolio, value $9,975,274.

    13F-HR 0002036114-26-000003 filed by Safe Harbor Fiduciary, 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 13,444 shares
    Change vs previous 13F +542 shares

    7.39% of the 13F portfolio, value $7,759,608.

    13F-HR 0002036114-26-000002 filed by Safe Harbor Fiduciary, 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 12,902 shares
    Change vs previous 13F +1,315 shares

    7% of the 13F portfolio, value $7,925,828.

    13F-HR 0002036114-26-000001 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 11,587 shares
    Change vs previous 13F +1,006 shares

    5.99% of the 13F portfolio, value $6,391,853.

    13F-HR 0002036114-25-000002 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,581 shares
    Change vs previous 13F +9,661 shares

    5.13% of the 13F portfolio, value $4,961,643.

    13F-HR 0001862443-25-000005 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 920 shares
    Change vs previous 13F -53 shares

    0.48% of the 13F portfolio, value $470,332.

    13F-HR 0002036114-25-000001 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 973 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $474,892.

    13F-HR 0002036114-24-000002 filed by Safe Harbor Fiduciary, LLC
    Filed (acceptance time not in the bulk data set), ingested

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