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Disclosery

waypoint wealth counsel: QQQ position timeline

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

waypoint wealth counsel held 3,046 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,046 shares
    Change vs previous 13F +438 shares

    1.41% of the 13F portfolio, value $2,242,884.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 2,608 shares
    Change vs previous 13F -977 shares

    0.78% of the 13F portfolio, value $1,505,294.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 3,585 shares
    Change vs previous 13F +42 shares

    0.81% of the 13F portfolio, value $2,202,098.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 3,543 shares
    Change vs previous 13F -17 shares

    0.84% of the 13F portfolio, value $2,127,210.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 3,560 shares
    Change vs previous 13F +20 shares

    0.97% of the 13F portfolio, value $1,963,883.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 3,540 shares
    Change vs previous 13F -350 shares

    1.04% of the 13F portfolio, value $1,660,196.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 3,890 shares
    Change vs previous 13F +62 shares

    1.3% of the 13F portfolio, value $1,988,924.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 3,828 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,868,257.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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