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Tyler-Stone Wealth Management: QQQM position timeline

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

Tyler-Stone Wealth Management held 6,521 QQQM shares at 2025-06-30 per its 13F-HR filed 2025-08-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,521 shares
    Change vs previous 13F +1,423 shares

    0.24% of the 13F portfolio, value $1,480,846.

    13F-HR 0001214659-25-012410 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 5,098 shares
    Change vs previous 13F -3,820 shares

    0.18% of the 13F portfolio, value $984,106.

    13F-HR 0001214659-25-007504 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,918 shares
    Change vs previous 13F -732 shares

    0.33% of the 13F portfolio, value $1,876,840.

    13F-HR 0001214659-25-002430 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,650 shares
    Change vs previous 13F +5,825 shares

    0.37% of the 13F portfolio, value $1,938,204.

    13F-HR 0001214659-24-018281 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,825 shares
    Change vs previous 13F +330 shares

    0.31% of the 13F portfolio, value $753,949.

    13F-HR 0001912584-24-000003 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,495 shares
    Change vs previous 13F +1,635 shares

    0.28% of the 13F portfolio, value $638,501.

    13F-HR 0001912584-24-000002 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,860 shares
    Change vs previous 13F +405 shares

    0.16% of the 13F portfolio, value $313,486.

    13F-HR 0001912584-24-000001 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,455 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $214,000.

    13F-HR 0001912584-23-000005 filed by Tyler-Stone Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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