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

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

Whitaker-Myers Wealth Managers, LTD. held 133,319 QQQM 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 133,319 shares
    Change vs previous 13F +10,015 shares

    6.61% of the 13F portfolio, value $40,614,199.

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

  2. period ended2026-06-30
    13F 123,304 shares
    Change vs previous 13F +4,574 shares

    6.24% of the 13F portfolio, value $37,357,544.

    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 118,730 shares
    Change vs previous 13F +2,030 shares

    5.62% of the 13F portfolio, value $28,212,637.

    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 116,700 shares
    Change vs previous 13F -11,600 shares

    6.16% of the 13F portfolio, value $29,515,785.

    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 128,300 shares
    Change vs previous 13F -8,941 shares

    6.91% of the 13F portfolio, value $31,705,441.

    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 137,241 shares
    Change vs previous 13F +9,252 shares

    7.85% of the 13F portfolio, value $31,167,388.

    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 127,989 shares
    Change vs previous 13F -10,933 shares

    6.93% of the 13F portfolio, value $24,704,398.

    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 138,922 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $29,236,173.

    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).