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Disclosery

VANCE WEALTH, LLC: QQQ position timeline

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

VANCE WEALTH, LLC held 10,336 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 10,336 shares
    Change vs previous 13F -2 shares

    1.72% of the 13F portfolio, value $7,619,867.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 10,338 shares
    Change vs previous 13F -191 shares

    1.72% of the 13F portfolio, value $5,966,887.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, LLC
    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/A 10,529 shares
    Change vs previous 13F +181 shares

    1.92% of the 13F portfolio, value $6,468,070.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 10,348 shares
    Change vs previous 13F -79 shares

    1.91% of the 13F portfolio, value $6,219,581.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 10,427 shares
    Change vs previous 13F -45 shares

    1.94% of the 13F portfolio, value $5,751,789.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,472 shares
    Change vs previous 13F -146 shares

    1.85% of the 13F portfolio, value $4,910,393.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, LLC
    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 10,618 shares
    Change vs previous 13F -825 shares

    2.1% of the 13F portfolio, value $5,428,091.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,443 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $5,585,118.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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