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Ulland Investment Advisors, LLC: QQQ position timeline

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

Ulland Investment Advisors, LLC held 9,451 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,451 shares
    Change vs previous 13F -77 shares

    4.91% of the 13F portfolio, value $6,991,000.

    13F-HR 0001911497-26-000005 filed by Ulland Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,528 shares
    Change vs previous 13F -447 shares

    5.18% of the 13F portfolio, value $7,016,000.

    13F-HR 0001911497-26-000004 filed by Ulland Investment 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 ended2026-03-31
    13F 9,975 shares
    Change vs previous 13F -269 shares

    4.94% of the 13F portfolio, value $5,757,000.

    13F-HR 0001911497-26-000002 filed by Ulland Investment 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 ended2025-12-31
    13F 10,244 shares
    Change vs previous 13F -366 shares

    5.04% of the 13F portfolio, value $6,293,000.

    13F-HR 0001911497-26-000001 filed by Ulland Investment 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 ended2025-09-30
    13F 10,610 shares
    Change vs previous 13F -51 shares

    4.8% of the 13F portfolio, value $6,370,000.

    13F-HR 0001911497-25-000006 filed by Ulland Investment 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 ended2025-06-30
    13F 10,661 shares
    Change vs previous 13F -2,538 shares

    4.49% of the 13F portfolio, value $5,881,000.

    13F-HR 0001911497-25-000004 filed by Ulland Investment 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 ended2025-03-31
    13F 13,199 shares
    Change vs previous 13F -5,337 shares

    5.17% of the 13F portfolio, value $6,189,000.

    13F-HR 0001911497-25-000002 filed by Ulland Investment 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 ended2024-12-31
    13F 18,536 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $9,476,000.

    13F-HR 0001911497-25-000001 filed by Ulland Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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