PIERSHALE FINANCIAL GROUP, INC.: QQQ position timeline

PIERSHALE FINANCIAL GROUP, INC. held 17,991 QQQ shares at 2023-06-30 per its 13F-HR filed 2023-07-06.

the latest 13F is the newest step

1. period ended2023-06-30

   13F 17,991 shares

   Change vs previous 13F +17,932 shares

   4.24% of the 13F portfolio, value $6,646,235.

   13F-HR 0001214659-23-009301 filed by PIERSHALE FINANCIAL GROUP, INC.
   Filed 2023-07-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

2. period ended2023-03-31

   13F 59 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $18,935.

   13F-HR 0001214659-23-005278 filed by PIERSHALE FINANCIAL GROUP, INC.
   Filed 2023-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

3. period ended2022-12-31

   13F 59 shares

   Change vs previous 13F +59 shares

   0.01% of the 13F portfolio, value $15,711.

   13F-HR 0001214659-23-000594 filed by PIERSHALE FINANCIAL GROUP, INC.
   Filed 2023-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

4. period ended2022-03-31

   13F 0 shares

   Change vs previous 13F -70,661 shares

   13F-HR 0001214659-22-005020 filed by PIERSHALE FINANCIAL GROUP, INC.
   Filed 2022-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2021-12-31

   13F 70,661 shares

   Change vs previous 13F not available

   10.72% of the 13F portfolio, value $28,112,000.

   13F-HR 0001214659-22-000973 filed by PIERSHALE FINANCIAL GROUP, INC.
   Filed 2022-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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