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SIMS INVESTMENT MANAGEMENT, LLC: QQQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMS INVESTMENT MANAGEMENT, LLC on QQQM, newest first. How the timeline and the estimate are built.

SIMS INVESTMENT MANAGEMENT, LLC held 50,807 QQQM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,807 shares
    Change vs previous 13F +965 shares

    4.83% of the 13F portfolio, value $15,477,744.

    13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 49,842 shares
    Change vs previous 13F +1,599 shares

    4.67% of the 13F portfolio, value $15,100,772.

    13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT MANAGEMENT, 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 48,243 shares
    Change vs previous 13F +1,094 shares

    4.21% of the 13F portfolio, value $11,463,438.

    13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT MANAGEMENT, 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 47,149 shares
    Change vs previous 13F +10 shares

    4.21% of the 13F portfolio, value $11,925,050.

    13F-HR 0002053807-26-000001 filed by SIMS INVESTMENT MANAGEMENT, 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/A 47,139 shares
    Change vs previous 13F +2,787 shares

    4.22% of the 13F portfolio, value $11,649,079.

    13F-HR/A 0002053807-26-000002 filed by SIMS INVESTMENT MANAGEMENT, 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 44,352 shares
    Change vs previous 13F +9,130 shares

    4.05% of the 13F portfolio, value $10,072,372.

    13F-HR 0002053807-25-000004 filed by SIMS INVESTMENT MANAGEMENT, 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 35,222 shares
    Change vs previous 13F +14,205 shares

    3.04% of the 13F portfolio, value $6,798,564.

    13F-HR 0002053807-25-000002 filed by SIMS INVESTMENT MANAGEMENT, 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 21,017 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $4,423,036.

    13F-HR 0002053807-25-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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