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WADDELL & ASSOCIATES, LLC: QQQM position timeline

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

WADDELL & ASSOCIATES, LLC held 200,772 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,772 shares
    Change vs previous 13F -867 shares

    3.01% of the 13F portfolio, value $60,827,759.

    13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, 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 201,639 shares
    Change vs previous 13F +4,549 shares

    2.7% of the 13F portfolio, value $47,913,352.

    13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, 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 197,090 shares
    Change vs previous 13F -1,309 shares

    3.36% of the 13F portfolio, value $49,847,899.

    13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, 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 198,399 shares
    Change vs previous 13F +3,978 shares

    4.17% of the 13F portfolio, value $49,028,321.

    13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, 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 194,421 shares
    Change vs previous 13F +2,319 shares

    4.71% of the 13F portfolio, value $44,152,952.

    13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, 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/A 192,102 shares
    Change vs previous 13F +1,190 shares

    4.5% of the 13F portfolio, value $37,079,537.

    13F-HR/A 0001765380-25-000228 filed by WADDELL & ASSOCIATES, 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/A 190,912 shares
    Change vs previous 13F +3,176 shares

    4.1% of the 13F portfolio, value $40,177,452.

    13F-HR/A 0001765380-25-000229 filed by WADDELL & ASSOCIATES, 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 187,736 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $37,706,805.

    13F-HR 0001765380-24-000430 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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