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Chung Wu Investment Group, LLC: TQQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chung Wu Investment Group, LLC on TQQQ, newest first. How the timeline and the estimate are built.

Chung Wu Investment Group, LLC held 4,550 TQQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,550 shares
    Change vs previous 13F -3,800 shares

    0.24% of the 13F portfolio, value $368,550.

    13F-HR 0002054278-26-000003 filed by Chung Wu Investment Group, 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 8,350 shares
    Change vs previous 13F -8,890 shares

    0.3% of the 13F portfolio, value $348,028.

    13F-HR 0002054278-26-000002 filed by Chung Wu Investment Group, 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 17,240 shares
    Change vs previous 13F +10,190 shares

    0.74% of the 13F portfolio, value $908,893.

    13F-HR 0002054278-26-000001 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,050 shares
    Change vs previous 13F +1,650 shares

    0.61% of the 13F portfolio, value $728,970.

    13F-HR 0002054278-25-000005 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,400 shares
    Change vs previous 13F +5,400 shares

    0.47% of the 13F portfolio, value $448,200.

    13F-HR 0002054278-25-000003 filed by Chung Wu Investment Group, LLC
    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 0 shares
    Change vs previous 13F -12,420 shares

    13F-HR 0001085146-25-002297 filed by Chung Wu Investment Group, LLC
    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.

  7. period ended2024-12-31
    13F 12,420 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $982,795.

    13F-HR 0001085146-25-000872 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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