Ownership history in LongView Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in INVESCO QQQ TR (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,782 | +216 | +1.9% | 1.78% | $7.4M | $614.31 |
| 2025 Q3 | ADDED | 11,566 | +335 | +3.0% | 1.88% | $6.9M | $599.60 |
| 2025 Q2 | ADDED | 11,231 | +442 | +4.1% | 1.88% | $6.2M | $550.29 |
| 2025 Q1 | REDUCED | 10,789 | -171 | -1.6% | 1.52% | $5.1M | $467.25 |
| 2024 Q4 | ADDED | 10,960 | +463 | +4.4% | 1.71% | $5.6M | $508.65 |
| 2024 Q3 | ADDED | 10,497 | +336 | +3.3% | 1.64% | $5.1M | $484.83 |
| 2024 Q2 | REDUCED | 10,161 | -116 | -1.1% | 1.80% | $4.9M | $475.26 |
| 2024 Q1 | REDUCED | 10,277 | -18 | -0.2% | 1.81% | $4.6M | $439.74 |
| 2023 Q4 | INITIATED | 10,295 | — | — | 1.86% | $4.2M | — |
As of 2025 Q4 — sorted by position size