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SIMS INVESTMENT MANAGEMENT, LLC: QYLD position timeline

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

SIMS INVESTMENT MANAGEMENT, LLC held 1,186,480 QYLD 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 1,186,480 shares
    Change vs previous 13F +93,491 shares

    6.87% of the 13F portfolio, value $22,009,206.

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

  2. period ended2026-06-30
    13F 1,092,989 shares
    Change vs previous 13F -55,319 shares

    6.23% of the 13F portfolio, value $20,143,793.

    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 1,148,308 shares
    Change vs previous 13F +37,203 shares

    7.24% of the 13F portfolio, value $19,693,483.

    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 1,111,105 shares
    Change vs previous 13F +20,450 shares

    6.94% of the 13F portfolio, value $19,633,233.

    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 1,090,655 shares
    Change vs previous 13F +61,657 shares

    6.71% of the 13F portfolio, value $18,552,047.

    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 1,028,998 shares
    Change vs previous 13F +38,562 shares

    6.92% of the 13F portfolio, value $17,204,845.

    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 990,436 shares
    Change vs previous 13F +234,990 shares

    7.36% of the 13F portfolio, value $16,470,955.

    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 755,446 shares
    Change vs previous 13F not available

    7.78% of the 13F portfolio, value $13,764,219.

    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).