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Strategies Wealth Advisors, LLC: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategies Wealth Advisors, LLC on QQQ, newest first. How the timeline and the estimate are built.

Strategies Wealth Advisors, LLC held 3,319 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,319 shares
    Change vs previous 13F +24 shares

    0.22% of the 13F portfolio, value $2,443,756.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth Advisors, 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 3,295 shares
    Change vs previous 13F -373 shares

    0.19% of the 13F portfolio, value $1,901,675.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth Advisors, 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 3,668 shares
    Change vs previous 13F -36 shares

    0.23% of the 13F portfolio, value $2,253,097.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth Advisors, 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 3,704 shares
    Change vs previous 13F -3,262 shares

    0.23% of the 13F portfolio, value $2,223,857.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth Advisors, 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 6,966 shares
    Change vs previous 13F -49 shares

    0.42% of the 13F portfolio, value $3,842,563.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, 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 7,015 shares
    Change vs previous 13F -1,379 shares

    0.4% of the 13F portfolio, value $3,289,277.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, 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 8,394 shares
    Change vs previous 13F -30 shares

    0.55% of the 13F portfolio, value $4,442,433.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, 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 8,424 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,111,410.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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