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Yanni & Associates Investment Advisors, LLC: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Yanni & Associates Investment Advisors, LLC on QQQ, newest first. How the timeline and the estimate are built.

Yanni & Associates Investment Advisors, LLC held 6,985 QQQ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,985 shares
    Change vs previous 13F -88 shares

    4.74% of the 13F portfolio, value $5,167,368.

    13F-HR 0002085853-26-001168 filed by Yanni & Associates Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,073 shares
    Change vs previous 13F +102 shares

    4.81% of the 13F portfolio, value $5,208,614.

    13F-HR 0002085853-26-000662 filed by Yanni & Associates Investment Advisors, LLC
    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 6,971 shares
    Change vs previous 13F -22 shares

    4.17% of the 13F portfolio, value $4,023,567.

    13F-HR 0002085853-26-000321 filed by Yanni & Associates Investment Advisors, LLC
    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 6,993 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $4,295,901.

    13F-HR 0002085853-26-000213 filed by Yanni & Associates Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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