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Sulzberger Capital Advisors, Inc.: QQQM position timeline

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

Sulzberger Capital Advisors, Inc. held 12,777 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,777 shares
    Change vs previous 13F -700 shares

    3.78% of the 13F portfolio, value $3,870,950.

    13F-HR 0001172661-26-002666 filed by Sulzberger Capital Advisors, 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 13,477 shares
    Change vs previous 13F -425 shares

    3.27% of the 13F portfolio, value $3,202,545.

    13F-HR 0001172661-26-001442 filed by Sulzberger Capital Advisors, 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 13,902 shares
    Change vs previous 13F +468 shares

    3.55% of the 13F portfolio, value $3,516,219.

    13F-HR 0001172661-26-000025 filed by Sulzberger Capital Advisors, 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 13,434 shares
    Change vs previous 13F +850 shares

    3.7% of the 13F portfolio, value $3,319,910.

    13F-HR 0001172661-25-005219 filed by Sulzberger Capital Advisors, 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 12,584 shares
    Change vs previous 13F -1,773 shares

    3.34% of the 13F portfolio, value $2,857,898.

    13F-HR 0001172661-25-002902 filed by Sulzberger Capital Advisors, 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 14,357 shares
    Change vs previous 13F -7,768 shares

    3.64% of the 13F portfolio, value $2,771,230.

    13F-HR 0001172661-25-001486 filed by Sulzberger Capital Advisors, 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 22,125 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $4,656,228.

    13F-HR 0001172661-25-001242 filed by Sulzberger Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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