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CCG WEALTH MANAGEMENT, LLC: QQQI position timeline

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

CCG WEALTH MANAGEMENT, LLC held 40,143 QQQI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,143 shares
    Change vs previous 13F +11,872 shares

    0.53% of the 13F portfolio, value $2,279,721.

    13F-HR 0001951757-26-001141 filed by CCG WEALTH MANAGEMENT, LLC
    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 28,271 shares
    Change vs previous 13F +7,610 shares

    0.38% of the 13F portfolio, value $1,404,786.

    13F-HR 0001951757-26-000541 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 20,661 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,112,801.

    13F-HR 0001951757-26-000259 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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