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CWM, LLC: QQQ position timeline

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

CWM, LLC held 490,751 QQQ shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 490,751 shares
    Change vs previous 13F -23,311 shares

    0.74% of the 13F portfolio, value $283,251,568.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 514,062 shares
    Change vs previous 13F -18,043 shares

    0.86% of the 13F portfolio, value $315,793,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 532,105 shares
    Change vs previous 13F +7,156 shares

    0.96% of the 13F portfolio, value $319,460,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 524,949 shares
    Change vs previous 13F -4,613 shares

    1.02% of the 13F portfolio, value $289,583,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 529,562 shares
    Change vs previous 13F -68,065 shares

    0.99% of the 13F portfolio, value $248,322,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 597,627 shares
    Change vs previous 13F +4,041 shares

    1.27% of the 13F portfolio, value $305,525,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 593,586 shares
    Change vs previous 13F -4,921 shares

    1.25% of the 13F portfolio, value $289,712,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 598,507 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $286,751,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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