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Monterey Private Wealth, Inc.: QQQ position timeline

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

Monterey Private Wealth, Inc. held 15,025 QQQ shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 15,025 shares
    Change vs previous 13F +392 shares

    2.08% of the 13F portfolio, value $7,045,382.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 14,633 shares
    Change vs previous 13F +793 shares

    2.47% of the 13F portfolio, value $7,480,725.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 13,840 shares
    Change vs previous 13F +1,111 shares

    2.3% of the 13F portfolio, value $6,754,888.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 12,729 shares
    Change vs previous 13F +235 shares

    2.28% of the 13F portfolio, value $6,098,608.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,494 shares
    Change vs previous 13F +744 shares

    2.23% of the 13F portfolio, value $5,547,442.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 11,750 shares
    Change vs previous 13F +1,700 shares

    2.17% of the 13F portfolio, value $4,811,854.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 10,050 shares
    Change vs previous 13F -173 shares

    1.81% of the 13F portfolio, value $3,600,774.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,223 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,776,493.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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