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Chokshi & Queen Wealth Advisors, Inc: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chokshi & Queen Wealth Advisors, Inc on USFR, newest first. How the timeline and the estimate are built.

Chokshi & Queen Wealth Advisors, Inc held 0 USFR shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,677 shares

    13F-HR 0001172661-26-000922 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,677 shares
    Change vs previous 13F -753 shares

    0.15% of the 13F portfolio, value $285,389.

    13F-HR 0001172661-25-004409 filed by Chokshi & Queen Wealth 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 ended2025-06-30
    13F 6,430 shares
    Change vs previous 13F -2,198 shares

    0.19% of the 13F portfolio, value $323,499.

    13F-HR 0001172661-25-002805 filed by Chokshi & Queen Wealth 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 ended2025-03-31
    13F 8,628 shares
    Change vs previous 13F +2,198 shares

    0.29% of the 13F portfolio, value $434,284.

    13F-HR 0001172661-25-002421 filed by Chokshi & Queen Wealth 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 ended2024-12-31
    13F 6,430 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $323,564.

    13F-HR 0001172661-25-001339 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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