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Sanchez Wealth Management Group: QQQ position timeline

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

Sanchez Wealth Management Group held 45,967 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,967 shares
    Change vs previous 13F -511 shares

    5.93% of the 13F portfolio, value $33,850,322.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 46,478 shares
    Change vs previous 13F -334 shares

    5.8% of the 13F portfolio, value $26,826,149.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 46,812 shares
    Change vs previous 13F -4,009 shares

    6.15% of the 13F portfolio, value $28,756,941.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 50,821 shares
    Change vs previous 13F +7,053 shares

    6.78% of the 13F portfolio, value $30,511,181.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 43,768 shares
    Change vs previous 13F +1,311 shares

    5.82% of the 13F portfolio, value $24,144,321.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 42,457 shares
    Change vs previous 13F +944 shares

    5.41% of the 13F portfolio, value $19,908,595.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 41,513 shares
    Change vs previous 13F +3,688 shares

    5.8% of the 13F portfolio, value $21,222,482.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 37,825 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $18,461,062.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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