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Disclosery

Wealth Group Ltd: QQQ position timeline

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

Wealth Group Ltd held 48,725 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,725 shares
    Change vs previous 13F -257 shares

    6.76% of the 13F portfolio, value $36,523,236.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,982 shares
    Change vs previous 13F +281 shares

    6.9% of the 13F portfolio, value $36,070,356.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 48,701 shares
    Change vs previous 13F +810 shares

    6.4% of the 13F portfolio, value $28,109,252.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 47,891 shares
    Change vs previous 13F +7,993 shares

    6.58% of the 13F portfolio, value $29,419,872.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 39,898 shares
    Change vs previous 13F +15,269 shares

    5.54% of the 13F portfolio, value $23,953,809.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,629 shares
    Change vs previous 13F +18,210 shares

    3.46% of the 13F portfolio, value $13,586,585.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,419 shares
    Change vs previous 13F +4,835 shares

    0.88% of the 13F portfolio, value $3,010,133.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,584 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $809,936.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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