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Disclosery

NRI Wealth Management LC: QQQ position timeline

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

NRI Wealth Management LC held 55,622 QQQ shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 55,622 shares
    Change vs previous 13F -300 shares

    17.43% of the 13F portfolio, value $34,169,347.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 55,922 shares
    Change vs previous 13F -3,643 shares

    17.95% of the 13F portfolio, value $33,574,094.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 59,565 shares
    Change vs previous 13F +2,638 shares

    19.82% of the 13F portfolio, value $32,858,218.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 56,927 shares
    Change vs previous 13F +732 shares

    19.74% of the 13F portfolio, value $26,694,408.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 56,195 shares
    Change vs previous 13F +3,824 shares

    19.82% of the 13F portfolio, value $28,728,517.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 52,371 shares
    Change vs previous 13F -1,165 shares

    19.45% of the 13F portfolio, value $25,091,630.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 53,536 shares
    Change vs previous 13F not available

    20.08% of the 13F portfolio, value $23,770,568.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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