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Disclosery

VANCE WEALTH, LLC: QQQM position timeline

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

VANCE WEALTH, LLC held 33,509 QQQM 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 33,509 shares
    Change vs previous 13F +42 shares

    2.29% of the 13F portfolio, value $10,152,308.

    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 33,467 shares
    Change vs previous 13F +763 shares

    2.3% of the 13F portfolio, value $7,952,505.

    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 32,704 shares
    Change vs previous 13F -961 shares

    2.46% of the 13F portfolio, value $8,271,560.

    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 33,665 shares
    Change vs previous 13F +423 shares

    2.56% of the 13F portfolio, value $8,319,399.

    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 33,242 shares
    Change vs previous 13F +2,838 shares

    2.55% of the 13F portfolio, value $7,549,279.

    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 30,404 shares
    Change vs previous 13F -414 shares

    2.21% of the 13F portfolio, value $5,868,571.

    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 30,818 shares
    Change vs previous 13F -1,243 shares

    2.5% of the 13F portfolio, value $6,485,703.

    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 32,061 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $6,439,358.

    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).