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Steward Partners Investment Advisory, LLC: QQQM position timeline

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

Steward Partners Investment Advisory, LLC held 166,207 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,207 shares
    Change vs previous 13F +23,489 shares

    0.26% of the 13F portfolio, value $50,355,872.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 142,718 shares
    Change vs previous 13F +2,663 shares

    0.17% of the 13F portfolio, value $33,912,639.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 140,055 shares
    Change vs previous 13F +4,050 shares

    0.19% of the 13F portfolio, value $35,422,684.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 136,005 shares
    Change vs previous 13F +1,809 shares

    0.19% of the 13F portfolio, value $33,609,440.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 134,196 shares
    Change vs previous 13F +11,203 shares

    0.24% of the 13F portfolio, value $30,475,857.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 122,993 shares
    Change vs previous 13F -18,790 shares

    0.21% of the 13F portfolio, value $23,740,050.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 141,783 shares
    Change vs previous 13F +21,342 shares

    0.26% of the 13F portfolio, value $29,838,188.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 120,441 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $24,190,586.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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