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Disclosery

Crown Wealth Group, LLC: QQQ position timeline

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

Crown Wealth Group, LLC held 961 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 961 shares
    Change vs previous 13F +185 shares

    0.18% of the 13F portfolio, value $707,684.

    13F-HR 0002085853-26-000791 filed by Crown Wealth 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 776 shares
    Change vs previous 13F -194 shares

    0.13% of the 13F portfolio, value $447,895.

    13F-HR 0002085853-26-000447 filed by Crown Wealth 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 970 shares
    Change vs previous 13F +122 shares

    0.17% of the 13F portfolio, value $595,890.

    13F-HR 0002085853-26-000126 filed by Crown Wealth 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 848 shares
    Change vs previous 13F -3 shares

    0.15% of the 13F portfolio, value $509,119.

    13F-HR 0002085853-25-000126 filed by Crown Wealth 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 851 shares
    Change vs previous 13F -1,573 shares

    0.18% of the 13F portfolio, value $469,446.

    13F-HR 0001667731-25-000836 filed by Crown Wealth 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 2,424 shares
    Change vs previous 13F -1,076 shares

    0.59% of the 13F portfolio, value $1,136,662.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, LLC
    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 3,500 shares
    Change vs previous 13F +2,661 shares

    0.73% of the 13F portfolio, value $1,789,305.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    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 839 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $409,491.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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