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Watts Gwilliam & Co., LLC: QQQ position timeline

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

Watts Gwilliam & Co., LLC held 11,295 QQQ shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,295 shares
    Change vs previous 13F +10 shares

    1.1% of the 13F portfolio, value $6,781,339.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 11,285 shares
    Change vs previous 13F -536 shares

    1.1% of the 13F portfolio, value $6,718,345.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,821 shares
    Change vs previous 13F +1,303 shares

    1.2% of the 13F portfolio, value $5,543,102.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 10,518 shares
    Change vs previous 13F +1,557 shares

    1.15% of the 13F portfolio, value $5,418,662.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,961 shares
    Change vs previous 13F +3,915 shares

    0.96% of the 13F portfolio, value $4,384,503.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    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 5,046 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,250,035.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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