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SMITH SHELLNUT WILSON LLC /ADV: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH SHELLNUT WILSON LLC /ADV on QQQ, newest first. How the timeline and the estimate are built.

SMITH SHELLNUT WILSON LLC /ADV held 21,320 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,320 shares
    Change vs previous 13F -120 shares

    5.86% of the 13F portfolio, value $15,700,048.

    13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 21,440 shares
    Change vs previous 13F -96 shares

    5.4% of the 13F portfolio, value $12,374,739.

    13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 21,536 shares
    Change vs previous 13F +60 shares

    5.07% of the 13F portfolio, value $13,229,780.

    13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 21,476 shares
    Change vs previous 13F -4,331 shares

    4.95% of the 13F portfolio, value $12,893,546.

    13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 25,807 shares
    Change vs previous 13F +109 shares

    6.17% of the 13F portfolio, value $14,236,173.

    13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 25,698 shares
    Change vs previous 13F -144 shares

    5.52% of the 13F portfolio, value $12,050,306.

    13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 25,842 shares
    Change vs previous 13F +1,162 shares

    5.85% of the 13F portfolio, value $13,211,206.

    13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 24,680 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $12,045,568.

    13F-HR 0000944317-24-000005 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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