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SMI Advisory Services, LLC: QQQM position timeline

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

SMI Advisory Services, LLC held 7,608 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,608 shares
    Change vs previous 13F +3,267 shares

    0.37% of the 13F portfolio, value $2,263,533.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, 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 4,341 shares
    Change vs previous 13F -21,342 shares

    0.17% of the 13F portfolio, value $1,051,913.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, 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 25,683 shares
    Change vs previous 13F +22,138 shares

    1.14% of the 13F portfolio, value $6,632,379.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,545 shares
    Change vs previous 13F -1,874 shares

    0.17% of the 13F portfolio, value $880,296.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,419 shares
    Change vs previous 13F -1,875 shares

    0.24% of the 13F portfolio, value $1,243,228.

    13F-HR 0001609008-25-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,294 shares
    Change vs previous 13F -284,711 shares

    0.29% of the 13F portfolio, value $1,272,898.

    13F-HR 0001609008-25-000003 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 292,005 shares
    Change vs previous 13F +69,855 shares

    14.02% of the 13F portfolio, value $60,777,868.

    13F-HR 0001609008-25-000001 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 222,150 shares
    Change vs previous 13F not available

    9.86% of the 13F portfolio, value $44,554,362.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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