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TOBIAS FINANCIAL ADVISORS, INC.: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOBIAS FINANCIAL ADVISORS, INC. on QQQ, newest first. How the timeline and the estimate are built.

TOBIAS FINANCIAL ADVISORS, INC. held 0 QQQ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -7,271 shares

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
    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.

  2. period ended2026-03-31
    13F 7,271 shares
    Change vs previous 13F +66 shares

    0.58% of the 13F portfolio, value $4,196,716.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL 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 7,205 shares
    Change vs previous 13F +263 shares

    0.63% of the 13F portfolio, value $4,426,021.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL 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 6,942 shares
    Change vs previous 13F +951 shares

    0.63% of the 13F portfolio, value $4,167,651.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL 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 5,991 shares
    Change vs previous 13F +5,123 shares

    0.57% of the 13F portfolio, value $3,305,004.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL 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 868 shares
    Change vs previous 13F +56 shares

    0.08% of the 13F portfolio, value $407,014.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL 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 812 shares
    Change vs previous 13F +22 shares

    0.08% of the 13F portfolio, value $415,110.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 790 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $385,752.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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