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Whitaker-Myers Wealth Managers, LTD.: QQQ position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 1,297 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,297 shares
    Change vs previous 13F -122 shares

    0.16% of the 13F portfolio, value $959,131.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,419 shares
    Change vs previous 13F -132 shares

    0.17% of the 13F portfolio, value $1,045,038.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, 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 1,551 shares
    Change vs previous 13F -279 shares

    0.18% of the 13F portfolio, value $895,004.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, 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 1,830 shares
    Change vs previous 13F -112 shares

    0.23% of the 13F portfolio, value $1,124,127.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, 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 1,942 shares
    Change vs previous 13F -238 shares

    0.25% of the 13F portfolio, value $1,165,877.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, 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 2,180 shares
    Change vs previous 13F -424 shares

    0.3% of the 13F portfolio, value $1,202,838.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, 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 2,604 shares
    Change vs previous 13F +386 shares

    0.34% of the 13F portfolio, value $1,220,876.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, 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 2,218 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,133,708.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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