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Disclosery

Davies Financial Advisors, Inc.: QQQ position timeline

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

Davies Financial Advisors, Inc. held 0 QQQ 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 0 shares
    Change vs previous 13F -8,026 shares

    13F-HR 0002020296-26-000003 filed by Davies Financial 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 ended2026-03-31
    13F 8,026 shares
    Change vs previous 13F -14,049 shares

    42.44% of the 13F portfolio, value $4,632,699.

    13F-HR 0002020296-26-000002 filed by Davies 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 22,075 shares
    Change vs previous 13F -21,776 shares

    25.08% of the 13F portfolio, value $13,560,647.

    13F-HR 0002020296-26-000001 filed by Davies 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 43,851 shares
    Change vs previous 13F -3,641 shares

    21.38% of the 13F portfolio, value $26,327,148.

    13F-HR 0002020296-25-000002 filed by Davies 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 47,492 shares
    Change vs previous 13F -696 shares

    20.34% of the 13F portfolio, value $26,198,306.

    13F-HR 0001085146-25-004719 filed by Davies 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 48,188 shares
    Change vs previous 13F -265 shares

    19.26% of the 13F portfolio, value $22,596,287.

    13F-HR 0001085146-25-002221 filed by Davies 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 48,453 shares
    Change vs previous 13F not available

    21.08% of the 13F portfolio, value $24,770,759.

    13F-HR 0001085146-25-000296 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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