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Disclosery

Norris Financial Group, LLC: QQQ position timeline

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

Norris Financial Group, LLC held 17,639 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,639 shares
    Change vs previous 13F -455 shares

    5.17% of the 13F portfolio, value $12,989,416.

    13F-HR 0002129318-26-000029 filed by Norris Financial 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 18,094 shares
    Change vs previous 13F -3,305 shares

    3.41% of the 13F portfolio, value $10,443,539.

    13F-HR 0002129318-26-000002 filed by Norris Financial 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 21,399 shares
    Change vs previous 13F -326 shares

    4.47% of the 13F portfolio, value $13,145,650.

    13F-HR 0002129318-26-000003 filed by Norris Financial 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 21,725 shares
    Change vs previous 13F +1,240 shares

    4.76% of the 13F portfolio, value $13,043,038.

    13F-HR 0002129318-26-000004 filed by Norris Financial 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 20,485 shares
    Change vs previous 13F +2,182 shares

    4.63% of the 13F portfolio, value $11,300,345.

    13F-HR 0002129318-26-000005 filed by Norris Financial 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 18,303 shares
    Change vs previous 13F -3,795 shares

    4% of the 13F portfolio, value $8,582,643.

    13F-HR 0002129318-26-000006 filed by Norris Financial 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 22,098 shares
    Change vs previous 13F -11,479 shares

    5.31% of the 13F portfolio, value $11,297,161.

    13F-HR 0002129318-26-000007 filed by Norris Financial 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 33,577 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $16,387,926.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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