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Disclosery

ENZI WEALTH: QQQ position timeline

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

ENZI WEALTH held 30,953 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,953 shares
    Change vs previous 13F +928 shares

    7.06% of the 13F portfolio, value $22,276,562.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 30,025 shares
    Change vs previous 13F +1,854 shares

    6.02% of the 13F portfolio, value $17,329,744.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 28,171 shares
    Change vs previous 13F +17,495 shares

    6.15% of the 13F portfolio, value $17,453,594.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 10,676 shares
    Change vs previous 13F -151 shares

    2.25% of the 13F portfolio, value $6,405,350.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 10,827 shares
    Change vs previous 13F -82 shares

    2.2% of the 13F portfolio, value $6,000,558.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 10,909 shares
    Change vs previous 13F +19 shares

    2.06% of the 13F portfolio, value $5,098,545.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 10,890 shares
    Change vs previous 13F -113 shares

    2.2% of the 13F portfolio, value $5,788,071.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 11,003 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $5,473,906.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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