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Schear Investment Advisers, LLC: QQQ position timeline

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

Schear Investment Advisers, LLC held 25,903 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,903 shares
    Change vs previous 13F +21,999 shares

    2.33% of the 13F portfolio, value $19,162,224.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,904 shares
    Change vs previous 13F +3,217 shares

    0.96% of the 13F portfolio, value $2,875,165.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 687 shares
    Change vs previous 13F -1,340 shares

    0.17% of the 13F portfolio, value $396,591.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,027 shares
    Change vs previous 13F -22 shares

    0.54% of the 13F portfolio, value $1,245,276.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,049 shares
    Change vs previous 13F +8 shares

    0.55% of the 13F portfolio, value $1,230,158.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,041 shares
    Change vs previous 13F -8,430 shares

    0.56% of the 13F portfolio, value $1,125,897.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,471 shares
    Change vs previous 13F -10,776 shares

    2.83% of the 13F portfolio, value $4,910,061.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,247 shares
    Change vs previous 13F not available

    5.78% of the 13F portfolio, value $10,862,104.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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