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Disclosery

WBH ADVISORY INC: QQQM position timeline

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

WBH ADVISORY INC held 32,038 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,038 shares
    Change vs previous 13F -2,121 shares

    0.65% of the 13F portfolio, value $9,706,546.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 34,159 shares
    Change vs previous 13F -1,394 shares

    0.62% of the 13F portfolio, value $8,217,609.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 35,553 shares
    Change vs previous 13F -680 shares

    0.67% of the 13F portfolio, value $8,992,144.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 36,233 shares
    Change vs previous 13F -128 shares

    0.68% of the 13F portfolio, value $8,953,786.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 36,361 shares
    Change vs previous 13F -28 shares

    0.7% of the 13F portfolio, value $8,257,545.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 36,389 shares
    Change vs previous 13F -58 shares

    0.66% of the 13F portfolio, value $7,023,708.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 36,447 shares
    Change vs previous 13F +45 shares

    0.71% of the 13F portfolio, value $7,670,376.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 36,402 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,311,374.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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