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AllGen Financial Advisors, Inc.: QQQ position timeline

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

AllGen Financial Advisors, Inc. held 12,107 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,107 shares
    Change vs previous 13F -841 shares

    1.95% of the 13F portfolio, value $8,915,594.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 12,948 shares
    Change vs previous 13F +404 shares

    1.77% of the 13F portfolio, value $7,473,160.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,544 shares
    Change vs previous 13F +1,479 shares

    1.83% of the 13F portfolio, value $7,705,627.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,065 shares
    Change vs previous 13F +4,675 shares

    1.63% of the 13F portfolio, value $6,643,199.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,390 shares
    Change vs previous 13F -8,457 shares

    0.95% of the 13F portfolio, value $3,524,867.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 14,847 shares
    Change vs previous 13F +723 shares

    2.06% of the 13F portfolio, value $6,962,247.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,124 shares
    Change vs previous 13F -475 shares

    2.42% of the 13F portfolio, value $7,220,488.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,599 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $7,125,551.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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