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Disclosery

Socha Financial Group, LLC: QQQ position timeline

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

Socha Financial Group, LLC held 80,816 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,816 shares
    Change vs previous 13F +308 shares

    24.2% of the 13F portfolio, value $59,512,596.

    13F-HR 0001967966-26-000003 filed by Socha 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 80,508 shares
    Change vs previous 13F +651 shares

    23.57% of the 13F portfolio, value $46,467,367.

    13F-HR 0001967966-26-000002 filed by Socha 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 79,857 shares
    Change vs previous 13F -20,796 shares

    23.94% of the 13F portfolio, value $49,057,084.

    13F-HR 0001967966-26-000001 filed by Socha 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 100,653 shares
    Change vs previous 13F -1,978 shares

    25.53% of the 13F portfolio, value $60,429,129.

    13F-HR 0001967966-25-000006 filed by Socha 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 102,631 shares
    Change vs previous 13F +4,689 shares

    25.21% of the 13F portfolio, value $56,615,568.

    13F-HR 0001967966-25-000004 filed by Socha 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 97,942 shares
    Change vs previous 13F +2,909 shares

    22.45% of the 13F portfolio, value $45,927,100.

    13F-HR 0001967966-25-000003 filed by Socha 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 95,033 shares
    Change vs previous 13F +3,383 shares

    22.78% of the 13F portfolio, value $48,583,870.

    13F-HR 0001967966-25-000001 filed by Socha 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 91,650 shares
    Change vs previous 13F not available

    19.41% of the 13F portfolio, value $44,731,616.

    13F-HR 0001967966-24-000007 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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