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SMITH SHELLNUT WILSON LLC /ADV: QQQM position timeline

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

SMITH SHELLNUT WILSON LLC /ADV held 20,298 QQQM 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 20,298 shares
    Change vs previous 13F +281 shares

    2.3% of the 13F portfolio, value $6,149,718.

    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 20,017 shares
    Change vs previous 13F -726 shares

    2.08% of the 13F portfolio, value $4,756,461.

    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 20,743 shares
    Change vs previous 13F +206 shares

    2.01% of the 13F portfolio, value $5,246,336.

    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 20,537 shares
    Change vs previous 13F +2,153 shares

    1.95% of the 13F portfolio, value $5,075,115.

    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 18,384 shares
    Change vs previous 13F -103 shares

    1.81% of the 13F portfolio, value $4,175,012.

    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 18,487 shares
    Change vs previous 13F +2,190 shares

    1.64% of the 13F portfolio, value $3,568,361.

    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 16,297 shares
    Change vs previous 13F +2,557 shares

    1.52% of the 13F portfolio, value $3,429,704.

    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 13,740 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,759,679.

    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).