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Fox Financial, Inc: QQQ position timeline

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

Fox Financial, Inc held 30,272 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,272 shares
    Change vs previous 13F -643 shares

    15.52% of the 13F portfolio, value $22,292,006.

    13F-HR 0002085853-26-000928 filed by Fox Financial, Inc
    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 30,915 shares
    Change vs previous 13F -369 shares

    14.56% of the 13F portfolio, value $17,843,295.

    13F-HR 0002085853-26-000575 filed by Fox Financial, 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 31,284 shares
    Change vs previous 13F -1,088 shares

    15.32% of the 13F portfolio, value $19,217,795.

    13F-HR 0002085853-26-000221 filed by Fox Financial, 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 32,372 shares
    Change vs previous 13F -842 shares

    15.46% of the 13F portfolio, value $19,435,045.

    13F-HR 0002085853-25-000239 filed by Fox Financial, 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 33,214 shares
    Change vs previous 13F -34 shares

    15.49% of the 13F portfolio, value $18,322,311.

    13F-HR 0001667731-25-001063 filed by Fox Financial, 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 33,248 shares
    Change vs previous 13F +331 shares

    14.68% of the 13F portfolio, value $15,590,629.

    13F-HR 0001667731-25-000459 filed by Fox Financial, 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 32,917 shares
    Change vs previous 13F -8,315 shares

    15.2% of the 13F portfolio, value $16,828,077.

    13F-HR 0001667731-25-000111 filed by Fox Financial, Inc
    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 41,232 shares
    Change vs previous 13F not available

    17.55% of the 13F portfolio, value $20,124,055.

    13F-HR 0002004131-24-000004 filed by Fox Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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