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StoneCrest Wealth Management, Inc.: QQQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on QQQI, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 103,394 QQQI 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 103,394 shares
    Change vs previous 13F +2,102 shares

    1.88% of the 13F portfolio, value $5,871,745.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 101,292 shares
    Change vs previous 13F -4,520 shares

    2.13% of the 13F portfolio, value $5,033,199.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 105,812 shares
    Change vs previous 13F +10,202 shares

    2.3% of the 13F portfolio, value $5,699,034.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 95,610 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $5,182,062.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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