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Wealth Group Ltd: QQQM position timeline

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

Wealth Group Ltd held 38,644 QQQM 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 38,644 shares
    Change vs previous 13F +3,843 shares

    2.21% of the 13F portfolio, value $11,928,923.

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

  2. period ended2026-06-30
    13F 34,801 shares
    Change vs previous 13F +5,631 shares

    2.02% of the 13F portfolio, value $10,543,566.

    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 29,170 shares
    Change vs previous 13F +4,767 shares

    1.58% of the 13F portfolio, value $6,931,411.

    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 24,403 shares
    Change vs previous 13F +15,504 shares

    1.38% of the 13F portfolio, value $6,171,933.

    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 8,899 shares
    Change vs previous 13F +1,569 shares

    0.51% of the 13F portfolio, value $2,199,203.

    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 7,330 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,664,626.

    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).