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Disclosery

Whelan Financial: QQQM position timeline

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

Whelan Financial held 213,092 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,092 shares
    Change vs previous 13F -36 shares

    17.58% of the 13F portfolio, value $64,560,504.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 213,128 shares
    Change vs previous 13F +2,327 shares

    15.72% of the 13F portfolio, value $50,643,538.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 210,801 shares
    Change vs previous 13F -4,992 shares

    16.66% of the 13F portfolio, value $53,315,824.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 215,793 shares
    Change vs previous 13F -6,051 shares

    16.9% of the 13F portfolio, value $53,326,670.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 221,844 shares
    Change vs previous 13F -8,958 shares

    18.22% of the 13F portfolio, value $50,380,664.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 230,802 shares
    Change vs previous 13F -5,403 shares

    17.33% of the 13F portfolio, value $44,549,318.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 236,205 shares
    Change vs previous 13F -3,132 shares

    19.54% of the 13F portfolio, value $49,709,303.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 239,337 shares
    Change vs previous 13F not available

    19.8% of the 13F portfolio, value $48,070,867.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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