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Disclosery

Talisman Wealth Advisors LLC: QQQ position timeline

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

Talisman Wealth Advisors LLC held 513 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 513 shares
    Change vs previous 13F +513 shares

    0.28% of the 13F portfolio, value $378,001.

    13F-HR 0001962685-26-000003 filed by Talisman 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 0 shares
    Change vs previous 13F -451 shares

    13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 451 shares
    Change vs previous 13F +20 shares

    0.22% of the 13F portfolio, value $278,123.

    13F-HR 0001962685-26-000001 filed by Talisman 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 431 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $258,706.

    13F-HR 0001962685-25-000006 filed by Talisman 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 431 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $237,601.

    13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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