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StoneCrest Wealth Management, Inc.: QQQM position timeline

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

StoneCrest Wealth Management, Inc. held 69,520 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 69,520 shares
    Change vs previous 13F -798 shares

    6.73% of the 13F portfolio, value $21,062,474.

    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 70,318 shares
    Change vs previous 13F -366 shares

    7.07% of the 13F portfolio, value $16,708,963.

    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 70,684 shares
    Change vs previous 13F +3,317 shares

    7.21% of the 13F portfolio, value $17,877,397.

    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 67,367 shares
    Change vs previous 13F +522 shares

    7.29% of the 13F portfolio, value $16,647,733.

    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).

  5. period ended2025-06-30
    13F 66,845 shares
    Change vs previous 13F +1,340 shares

    7.23% of the 13F portfolio, value $15,180,500.

    13F-HR 0001951757-25-000846 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).

  6. period ended2025-03-31
    13F 65,505 shares
    Change vs previous 13F -92 shares

    8.03% of the 13F portfolio, value $12,643,775.

    13F-HR 0001951757-25-000307 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).

  7. period ended2024-12-31
    13F 65,597 shares
    Change vs previous 13F +2,117 shares

    9.01% of the 13F portfolio, value $13,804,889.

    13F-HR 0001951757-25-000029 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).

  8. period ended2024-09-30
    13F 63,480 shares
    Change vs previous 13F not available

    9.28% of the 13F portfolio, value $12,749,958.

    13F-HR 0001951757-24-000998 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).